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Westover Capital Advisors’s Fortinet FTNT Stock Holding History

Westover Capital 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
-6,989
Closed -$739K – 226
2025
Q2 		$739K Sell
6,989
-2,143
-23% -$216K 0.15% 118
2025
Q1 		$879K Buy
+9,132
New +$926K 0.2% 102
2023
Q4 		– Sell
-8,276
Closed -$486K – 183
2023
Q3 		$486K Sell
8,276
-16,675
-67% -$1.1M 0.18% 104
2023
Q2 		$1.89M Sell
24,951
-863
-3% -$58.7K 0.66% 41
2023
Q1 		$1.72M Sell
25,814
-1,146
-4% -$65.1K 0.64% 44
2022
Q4 		$1.32M Buy
+26,960
New +$1.4M 0.52% 56
2022
Q2 		– Sell
-3,250
Closed -$222K – 172
2022
Q1 		$222K Hold
3,250
– – 0.07% 170
2021
Q4 		$234K Buy
+3,250
New +$214K 0.07% 162

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

Westover Capital Advisors's FTNT Position: Q3 2025 in Review

Westover Capital Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 6,989 shares — an estimated $739K sold.

Westover Capital Advisors first reported a position in FTNT in Q4 2021 and held it in 8 quarters. The position peaked at $1.89M in Q2 2023. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Westover Capital Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 6,989 Fortinet shares in Q3 2025, an estimated $739K.
  • Westover Capital Advisors first reported a position in Fortinet in Q4 2021 and held it in 8 quarters.
  • Westover Capital Advisors's Fortinet position peaked at $1.89M in Q2 2023.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.