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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
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

TruWealth Advisors's FTNT Position: Q3 2025 in Review

TruWealth Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 9,797 shares — an estimated $1.04M sold.

TruWealth Advisors first reported a position in FTNT in Q3 2022 and held it in 12 quarters. The position peaked at $1.04M in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • TruWealth Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • TruWealth Advisors sold 9,797 Fortinet shares in Q3 2025, an estimated $1.04M.
  • TruWealth Advisors first reported a position in Fortinet in Q3 2022 and held it in 12 quarters.
  • TruWealth Advisors's Fortinet position peaked at $1.04M in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on TruWealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.