SMART Wealth’s Fortinet FTNT Stock Holding History

SMART Wealth’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	-3,911	Closed	-$413K	–	158
2025 Q2	$413K	Buy	+3,911	New	+$395K	0.13%	117

Other funds holding FTNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SMART Wealth's FTNT Position: Q3 2025 in Review

SMART Wealth sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 3,911 shares — an estimated $413K sold.

SMART Wealth first reported a position in FTNT in Q2 2025 and held it in 1 quarter. The position peaked at $413K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

SMART Wealth reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 3,911 Fortinet shares in Q3 2025, an estimated $413K.
SMART Wealth first reported a position in Fortinet in Q2 2025 and held it in 1 quarter.
SMART Wealth's Fortinet position peaked at $413K in Q2 2025.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.