Simon Quick Advisors’s Fortinet FTNT Stock Holding History

Simon Quick 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 Q2	–	Sell	-4,001	Closed	-$385K	–	467
2025 Q1	$385K	Buy	4,001 +1,657	+71%	+$168K	0.02%	366
2024 Q4	$221K	Buy	+2,344	New	+$208K	0.01%	424
2020 Q3	–	Sell	-200	Closed	-$5K	–	464
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	356
2020 Q1	$4K	Buy	+200	New	+$4.29K	﹤0.01%	359
2017 Q2	–	Sell	-32,910	Closed	-$252K	–	322
2017 Q1	$252K	Sell	32,910 -8,090	-20%	-$57.2K	0.15%	70
2016 Q4	$247K	Buy	+41,000	New	+$256K	0.18%	81

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simon Quick Advisors's FTNT Position: Q2 2025 in Review

Simon Quick Advisors sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 4,001 shares — an estimated $385K sold.

Simon Quick Advisors first reported a position in FTNT in Q4 2016 and held it in 6 quarters. The position peaked at $385K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

Simon Quick Advisors reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,001 Fortinet shares in Q2 2025, an estimated $385K.
Simon Quick Advisors first reported a position in Fortinet in Q4 2016 and held it in 6 quarters.
Simon Quick Advisors's Fortinet position peaked at $385K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.