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Transform Wealth’s Fortinet FTNT Stock Holding History

Transform 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
Q1 		$643K Sell
6,676
-338
-5% -$34.3K 0.04% 155
2024
Q4 		$663K Sell
7,014
-95
-1% -$8.45K 0.04% 156
2024
Q3 		$551K Sell
7,109
-3,752
-35% -$256K 0.04% 143
2024
Q2 		$655K Sell
10,861
-123,026
-92% -$7.65M 0.05% 132
2024
Q1 		$9.15M Buy
133,887
+4,291
+3% +$286K 0.87% 40
2023
Q4 		$7.59M Sell
129,596
-6,611
-5% -$365K 0.74% 44
2023
Q3 		$7.99M Buy
136,207
+19,984
+17% +$1.32M 0.84% 34
2023
Q2 		$8.79M Sell
116,223
-369
-0.3% -$25.1K 0.79% 37
2023
Q1 		$7.75M Buy
116,592
+2,382
+2% +$135K 0.73% 48
2022
Q4 		$5.58M Buy
114,210
+771
+0.7% +$40.2K 0.63% 56
2022
Q3 		$5.57M Buy
113,439
+2,498
+2% +$135K 0.72% 49
2022
Q2 		$6.28M Sell
110,941
-1,084
-1% -$64.4K 0.93% 41
2022
Q1 		$7.66M Buy
112,025
+3,695
+3% +$230K 0.86% 39
2021
Q4 		$7.79M Buy
108,330
+195
+0.2% +$12.8K 0.81% 42
2021
Q3 		$6.32M Sell
108,135
-51,500
-32% -$2.98M 0.72% 52
2021
Q2 		$7.61M Buy
159,635
+48,695
+44% +$2.08M 0.93% 39
2021
Q1 		$4.09M Buy
110,940
+2,595
+2% +$84.9K 0.82% 43
2020
Q4 		$3.22M Sell
108,345
-97,365
-47% -$2.46M 0.67% 52
2020
Q3 		$4.85M Buy
205,710
+7,605
+4% +$196K 0.78% 48
2020
Q2 		$5.44M Sell
198,105
-4,580
-2% -$115K 0.93% 40
2020
Q1 		$4.1M Buy
202,685
+1,500
+0.7% +$32.1K 0.87% 42
2019
Q4 		$4.3M Sell
201,185
-32,930
-14% -$620K 0.68% 59
2019
Q3 		$3.59M Buy
234,115
+17,230
+8% +$280K 0.64% 66
2019
Q2 		$3.33M Sell
216,885
-56,605
-21% -$932K 0.49% 74
2019
Q1 		$4.59M Sell
273,490
-23,420
-8% -$373K 0.85% 46
2018
Q4 		$4.18M Buy
296,910
+20,670
+7% +$315K 0.86% 47
2018
Q3 		$5.1M Buy
+276,240
New +$4.22M 0.88% 42

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Transform Wealth's FTNT Position: Q1 2025 in Review

Transform Wealth reduced its Fortinet (FTNT) stake by 4.8% in Q1 2025, selling an estimated $34.3K and leaving 6,676 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #155.

Transform Wealth first reported a position in FTNT in Q3 2018 and has held it in 27 quarters since. The position peaked at $9.15M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • Transform Wealth held 6,676 shares of Fortinet worth $643K as of Q1 2025.
  • Transform Wealth sold 338 Fortinet shares in Q1 2025, an estimated $34.3K.
  • Fortinet made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #155 holding.
  • Transform Wealth first reported a position in Fortinet in Q3 2018 and has held it in 27 quarters since.
  • Transform Wealth's Fortinet position peaked at $9.15M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.