TruWealth Advisors’s Fortinet FTNT Stock Holding History

TruWealth Advisors’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	-9,797	Closed	-$1.04M	–	186
2025 Q2	$1.04M	Buy	9,797 +654	+7%	+$66K	0.06%	89
2025 Q1	$880K	Buy	9,143 +224	+3%	+$22.7K	0.05%	87
2024 Q4	$843K	Buy	8,919 +346	+4%	+$30.8K	0.05%	86
2024 Q3	$665K	Buy	8,573 +487	+6%	+$33.3K	0.04%	95
2024 Q2	$487K	Buy	8,086 +757	+10%	+$47.1K	0.03%	106
2024 Q1	$501K	Buy	7,329 +148	+2%	+$9.85K	0.03%	103
2023 Q4	$420K	Buy	7,181 +643	+10%	+$35.5K	0.03%	100
2023 Q3	$384K	Buy	6,538 +288	+5%	+$19.1K	0.03%	93
2023 Q2	$472K	Sell	6,250 -356	-5%	-$24.2K	0.04%	89
2023 Q1	$439K	Buy	6,606 +259	+4%	+$14.7K	0.04%	94
2022 Q4	$310K	Buy	6,347 +231	+4%	+$12K	0.03%	111
2022 Q3	$300K	Buy	+6,116	New	+$331K	0.03%	104

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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