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Schechter Investment Advisors’s Fortinet FTNT Stock Holding History

Schechter Investment Advisors’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$747K Sell
7,761
-427
-5% -$43.3K 0.06% 279
2024
Q4 		$774K Sell
8,188
-514
-6% -$45.7K 0.06% 285
2024
Q3 		$675K Buy
8,702
+116
+1% +$7.92K 0.05% 332
2024
Q2 		$517K Sell
8,586
-491
-5% -$30.5K 0.04% 366
2024
Q1 		$620K Sell
9,077
-56
-0.6% -$3.73K 0.05% 339
2023
Q4 		$535K Sell
9,133
-1,136
-11% -$62.8K 0.05% 341
2023
Q3 		$603K Sell
10,269
-861
-8% -$57K 0.06% 304
2023
Q2 		$841K Sell
11,130
-667
-6% -$45.4K 0.08% 275
2023
Q1 		$784K Buy
11,797
+199
+2% +$11.3K 0.07% 308
2022
Q4 		$567K Buy
11,598
+723
+7% +$37.7K 0.05% 469
2022
Q3 		$534K Buy
10,875
+2,095
+24% +$113K 0.05% 488
2022
Q2 		$497K Buy
8,780
+270
+3% +$16K 0.05% 531
2022
Q1 		$581K Sell
8,510
-770
-8% -$47.9K 0.05% 486
2021
Q4 		$667K Buy
+9,280
New +$611K 0.06% 427

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Schechter Investment Advisors's FTNT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Fortinet (FTNT) stake by 5.2% in Q1 2025, selling an estimated $43.3K and leaving 7,761 shares worth $747K. The position accounts for 0.06% of the portfolio, ranked #279.

Schechter Investment Advisors first reported a position in FTNT in Q4 2021 and has held it in 14 quarters since. The position peaked at $841K in Q2 2023. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • Schechter Investment Advisors held 7,761 shares of Fortinet worth $747K as of Q1 2025.
  • Schechter Investment Advisors sold 427 Fortinet shares in Q1 2025, an estimated $43.3K.
  • Fortinet made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #279 holding.
  • Schechter Investment Advisors first reported a position in Fortinet in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Fortinet position peaked at $841K in Q2 2023.
  • 1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.