SBIA
FTNT icon

Sheaff Brock Investment Advisors’s Fortinet FTNT Stock Holding History

Sheaff Brock 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 		$1.29M Buy
13,354
+5,008
+60% +$508K 0.12% 149
2024
Q4 		$789K Buy
8,346
+114
+1% +$10.1K 0.07% 195
2024
Q3 		$638K Sell
8,232
-30,876
-79% -$2.11M 0.06% 228
2024
Q2 		$2.36M Sell
39,108
-3,236
-8% -$201K 0.22% 92
2024
Q1 		$2.89M Buy
42,344
+3,046
+8% +$203K 0.18% 86
2023
Q4 		$2.3M Sell
39,298
-2,830
-7% -$156K 0.18% 92
2023
Q3 		$2.47M Sell
42,128
-103
-0.2% -$6.82K 0.22% 84
2023
Q2 		$3.19M Buy
42,231
+36,022
+580% +$2.45M 0.27% 76
2023
Q1 		$413K Sell
6,209
-309
-5% -$17.6K 0.04% 293
2022
Q4 		$319K Buy
6,518
+236
+4% +$12.3K 0.03% 326
2022
Q3 		$309K Buy
6,282
+57
+0.9% +$3.09K 0.03% 323
2022
Q2 		$352K Buy
6,225
+185
+3% +$11K 0.03% 303
2022
Q1 		$412K Buy
6,040
+515
+9% +$32K 0.03% 309
2021
Q4 		$398K Sell
5,525
-205
-4% -$13.5K 0.03% 319
2021
Q3 		$334K Buy
5,730
+315
+6% +$18.2K 0.02% 347
2021
Q2 		$258K Buy
+5,415
New +$231K 0.02% 404

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

Sheaff Brock Investment Advisors's FTNT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Fortinet (FTNT) stake by 60% in Q1 2025, buying an estimated $508K and bringing the position to 13,354 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #149.

Sheaff Brock Investment Advisors first reported a position in FTNT in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.19M in Q2 2023. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 13,354 shares of Fortinet worth $1.29M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 5,008 Fortinet shares in Q1 2025, an estimated $508K.
  • Fortinet made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #149 holding.
  • Sheaff Brock Investment Advisors first reported a position in Fortinet in Q2 2021 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's Fortinet position peaked at $3.19M in Q2 2023.
  • 1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.