SWM
FTNT icon

Sendero Wealth Management’s Fortinet FTNT Stock Holding History

Sendero Wealth Management’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
Q3 		– Sell
-70,171
Closed -$7.42M – 192
2025
Q2 		$7.42M Buy
70,171
+4,570
+7% +$461K 0.93% 22
2025
Q1 		$6.31M Buy
65,601
+9,728
+17% +$986K 0.88% 28
2024
Q4 		$5.28M Buy
55,873
+15,027
+37% +$1.34M 0.79% 28
2024
Q3 		$3.17M Buy
40,846
+1,099
+3% +$75.1K 0.5% 43
2024
Q2 		$2.4M Buy
39,747
+270
+0.7% +$16.8K 0.4% 48
2024
Q1 		$2.7M Sell
39,477
-514
-1% -$34.2K 0.46% 47
2023
Q4 		$2.34M Buy
39,991
+18,318
+85% +$1.01M 0.44% 50
2023
Q3 		$1.27M Buy
+21,673
New +$1.43M 0.27% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sendero Wealth Management's FTNT Position: Q3 2025 in Review

Sendero Wealth Management sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 70,171 shares — an estimated $7.42M sold.

Sendero Wealth Management first reported a position in FTNT in Q3 2023 and held it in 8 quarters. The position peaked at $7.42M in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Sendero Wealth Management reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 70,171 Fortinet shares in Q3 2025, an estimated $7.42M.
  • Sendero Wealth Management first reported a position in Fortinet in Q3 2023 and held it in 8 quarters.
  • Sendero Wealth Management's Fortinet position peaked at $7.42M in Q2 2025.
  • 1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.