Fortinet shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Fortinet
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Quarterly reported holdings in Fortinet by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $639k | 4.2k | 153.62 |
| 2026-03-31 | $340k | 4.2k | 81.72 |
| 2025-12-31 | $328k | 4.1k | 79.41 |
| 2025-09-30 | $347k | 4.1k | 84.08 |
| 2021-12-31 | $81k | 225 | 359.40 |
| 2021-09-30 | $66k | 225 | 292.04 |
| 2021-06-30 | $54k | 225 | 238.19 |
| 2021-03-31 | $42k | 225 | 184.42 |
| 2020-12-31 | $33k | 225 | 148.53 |
| 2020-09-30 | $27k | 225 | 117.81 |
| 2020-06-30 | $31k | 225 | 137.27 |
| 2020-03-31 | $23k | 225 | 101.17 |
| 2019-12-31 | $24k | 225 | 106.76 |