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Western Financial Corp’s Fortinet FTNT Stock Holding History

Western Financial Corp’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
-18,734
Closed -$1.98M – 123
2025
Q2 		$1.98M Buy
+18,734
New +$1.89M 1.06% 26
2022
Q3 		– Sell
-9,315
Closed -$527K – 99
2022
Q2 		$527K Sell
9,315
-975
-9% -$57.9K 0.37% 58
2022
Q1 		$703K Sell
10,290
-530
-5% -$33K 0.41% 53
2021
Q4 		$778K Buy
10,820
+1,945
+22% +$128K 0.41% 50
2021
Q3 		$518K Sell
8,875
-1,155
-12% -$66.9K 0.31% 62
2021
Q2 		$478K Buy
+10,030
New +$428K 0.26% 63

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

Western Financial Corp's FTNT Position: Q3 2025 in Review

Western Financial Corp sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 18,734 shares — an estimated $1.98M sold.

Western Financial Corp first reported a position in FTNT in Q2 2021 and held it in 6 quarters. The position peaked at $1.98M in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Western Financial Corp reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Western Financial Corp sold 18,734 Fortinet shares in Q3 2025, an estimated $1.98M.
  • Western Financial Corp first reported a position in Fortinet in Q2 2021 and held it in 6 quarters.
  • Western Financial Corp's Fortinet position peaked at $1.98M in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Western Financial Corp's 13F filing for Q3 2025, filed 21 Oct 2025.