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Stonebridge Financial Group (Pennsylvania)’s Fortinet FTNT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-2,381
Closed -$252K – 246
2025
Q2 		$252K Buy
2,381
+39
+2% +$3.94K 0.02% 209
2025
Q1 		$225K Buy
2,342
+2,267
+3,023% +$230K 0.02% 207
2024
Q4 		$7.09K Buy
+75
New +$6.67K ﹤0.01% 634

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FTNT Position: Q3 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 2,381 shares — an estimated $252K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FTNT in Q4 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2025. 1,269 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,381 Fortinet shares in Q3 2025, an estimated $252K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Fortinet in Q4 2024 and held it in 3 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Fortinet position peaked at $252K in Q2 2025.
  • 1,269 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 20 Oct 2025.