Stephens Consulting’s Fortinet FTNT Stock Holding History

Stephens Consulting’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 Q4	$477	Buy	+6	New	+$498	﹤0.01%	433
2025 Q3	–	Sell	-309	Closed	-$32.7K	–	692
2025 Q2	$32.7K	Buy	309 +14	+5%	+$1.41K	0.01%	223
2025 Q1	$28.4K	Hold	295	–	–	0.01%	234
2024 Q4	$27.9K	Hold	295	–	–	0.01%	236
2024 Q3	$22.9K	Hold	295	–	–	0.01%	251
2024 Q2	$17.8K	Hold	295	–	–	0.01%	278
2024 Q1	$20.2K	Hold	295	–	–	0.01%	246
2023 Q4	$17.3K	Hold	295	–	–	0.01%	265
2023 Q3	$17.3K	Hold	295	–	–	0.01%	256
2023 Q2	$22.3K	Hold	295	–	–	0.01%	233
2023 Q1	$19.6K	Hold	295	–	–	0.01%	246
2022 Q4	$14.4K	Sell	295 -325	-52%	-$16.9K	0.01%	257
2022 Q3	$30.5K	Hold	620	–	–	0.03%	213
2022 Q2	$35.1K	Hold	620	–	–	0.03%	200
2022 Q1	$42.4K	Hold	620	–	–	0.03%	204
2021 Q4	$44.6K	Buy	+620	New	+$40.8K	0.04%	210

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Stephens Consulting's FTNT Position: Q4 2025 in Review

Stephens Consulting opened a new position in Fortinet (FTNT) in Q4 2025: 6 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in FTNT as recently as Q2 2025.

Stephens Consulting first reported a position in FTNT in Q4 2021 and has held it in 16 quarters since. The position peaked at $44.6K in Q4 2021. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Stephens Consulting held 6 shares of Fortinet worth $477 as of Q4 2025.
Fortinet was a new Stephens Consulting position in Q4 2025.
Fortinet made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #433 holding.
Stephens Consulting first reported a position in Fortinet in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's Fortinet position peaked at $44.6K in Q4 2021.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.