United Advisor Group’s Fortinet FTNT Stock Holding History

United Advisor Group’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
2024 Q4	–	Sell	-4,469	Closed	-$347K	–	375
2024 Q3	$347K	Buy	+4,469	New	+$305K	0.08%	256

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

United Advisor Group's FTNT Position: Q4 2024 in Review

United Advisor Group sold out of Fortinet (FTNT) in Q4 2024, closing a stake of 4,469 shares — an estimated $347K sold.

United Advisor Group first reported a position in FTNT in Q3 2024 and held it in 1 quarter. The position peaked at $347K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

United Advisor Group reported no remaining Fortinet position as of Q4 2024 after selling out during the quarter.
United Advisor Group sold 4,469 Fortinet shares in Q4 2024, an estimated $347K.
United Advisor Group first reported a position in Fortinet in Q3 2024 and held it in 1 quarter.
United Advisor Group's Fortinet position peaked at $347K in Q3 2024.
1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.