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Tradition Wealth Management’s Fortinet FTNT Stock Holding History

Tradition Wealth Management’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
-1,931
Closed -$204K – 498
2025
Q2 		$204K Sell
1,931
-655
-25% -$66.1K 0.02% 426
2025
Q1 		$249K Buy
2,586
+83
+3% +$8.41K 0.02% 374
2024
Q4 		$236K Buy
+2,503
New +$223K 0.02% 369
2024
Q1 		– Sell
-125
Closed -$7K – 681
2023
Q4 		$7K Buy
+125
New +$6.91K ﹤0.01% 1065

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 $3.37T AUM 44.26% 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

Tradition Wealth Management's FTNT Position: Q3 2025 in Review

Tradition Wealth Management sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 1,931 shares — an estimated $204K sold.

Tradition Wealth Management first reported a position in FTNT in Q4 2023 and held it in 4 quarters. The position peaked at $249K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Tradition Wealth Management reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 1,931 Fortinet shares in Q3 2025, an estimated $204K.
  • Tradition Wealth Management first reported a position in Fortinet in Q4 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Fortinet position peaked at $249K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.