SteelPeak Wealth’s Fortinet FTNT Stock Holding History

SteelPeak 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 Q2	–	Sell	-13,800	Closed	-$1.33M	–	606
2025 Q1	$1.33M	Buy	13,800 +10,313	+296%	+$1.05M	0.06%	221
2024 Q4	$329K	Buy	+3,487	New	+$310K	0.01%	397
2022 Q2	–	Sell	-3,375	Closed	-$231K	–	433
2022 Q1	$231K	Sell	3,375 -10,155	-75%	-$631K	0.01%	378
2021 Q4	$973K	Sell	13,530 -8,950	-40%	-$589K	0.06%	180
2021 Q3	$1.31M	Buy	22,480 +13,090	+139%	+$758K	0.09%	138
2021 Q2	$447K	Sell	9,390 -560	-6%	-$23.9K	0.03%	275
2021 Q1	$367K	Buy	+9,950	New	+$326K	0.03%	270

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

SteelPeak Wealth's FTNT Position: Q2 2025 in Review

SteelPeak Wealth sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 13,800 shares — an estimated $1.33M sold.

SteelPeak Wealth first reported a position in FTNT in Q1 2021 and held it in 7 quarters. The position peaked at $1.33M in Q1 2025. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

SteelPeak Wealth reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 13,800 Fortinet shares in Q2 2025, an estimated $1.33M.
SteelPeak Wealth first reported a position in Fortinet in Q1 2021 and held it in 7 quarters.
SteelPeak Wealth's Fortinet position peaked at $1.33M in Q1 2025.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.