SummitTX Capital’s Fortinet FTNT Stock Holding History

SummitTX Capital’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	–	Sell	-10,937	Closed	-$920K	–	795
2025 Q3	$920K	Buy	+10,937	New	+$976K	0.04%	407
2025 Q2	–	Sell	-23,509	Closed	-$2.26M	–	839
2025 Q1	$2.26M	Buy	+23,509	New	+$2.38M	0.1%	228

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 $3.38T AUM 44.17% 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

SummitTX Capital's FTNT Position: Q4 2025 in Review

SummitTX Capital sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 10,937 shares — an estimated $920K sold.

SummitTX Capital first reported a position in FTNT in Q1 2025 and held it in 2 quarters. The position peaked at $2.26M in Q1 2025. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

SummitTX Capital reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 10,937 Fortinet shares in Q4 2025, an estimated $920K.
SummitTX Capital first reported a position in Fortinet in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Fortinet position peaked at $2.26M in Q1 2025.
1,328 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.