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Wealthedge Investment Advisors’s Fortinet FTNT Stock Holding History

Wealthedge Investment 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
-4,134
Closed -$437K – 136
2025
Q2 		$437K Buy
+4,134
New +$417K 0.18% 104

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
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

Wealthedge Investment Advisors's FTNT Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 4,134 shares — an estimated $437K sold.

Wealthedge Investment Advisors first reported a position in FTNT in Q2 2025 and held it in 1 quarter. The position peaked at $437K in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 4,134 Fortinet shares in Q3 2025, an estimated $437K.
  • Wealthedge Investment Advisors first reported a position in Fortinet in Q2 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Fortinet position peaked at $437K in Q2 2025.
  • 1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.