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Surience Private Wealth’s Fortinet FTNT Stock Holding History

Surience Private 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
-39,373
Closed -$4.16M – 31
2025
Q2 		$4.16M Buy
+39,373
New +$3.97M 3.91% 6
2022
Q1 		– Sell
-72,800
Closed -$5.23M – 25
2021
Q4 		$5.23M Buy
+72,800
New +$4.79M 4.27% 9

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Surience Private Wealth's FTNT Position: Q3 2025 in Review

Surience Private Wealth sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 39,373 shares — an estimated $4.16M sold.

Surience Private Wealth first reported a position in FTNT in Q4 2021 and held it in 2 quarters. The position peaked at $5.23M in Q4 2021. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Surience Private Wealth reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Surience Private Wealth sold 39,373 Fortinet shares in Q3 2025, an estimated $4.16M.
  • Surience Private Wealth first reported a position in Fortinet in Q4 2021 and held it in 2 quarters.
  • Surience Private Wealth's Fortinet position peaked at $5.23M in Q4 2021.
  • 1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.