Fortinet shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Fortinet
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Quarterly reported holdings in Fortinet by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 9.8k | 105.72 |
| 2025-03-31 | $880k | 9.1k | 96.26 |
| 2024-12-31 | $843k | 8.9k | 94.48 |
| 2024-09-30 | $665k | 8.6k | 77.55 |
| 2024-06-30 | $487k | 8.1k | 60.27 |
| 2024-03-31 | $501k | 7.3k | 68.31 |
| 2023-12-31 | $420k | 7.2k | 58.53 |
| 2023-09-30 | $384k | 6.5k | 58.68 |
| 2023-06-30 | $472k | 6.3k | 75.59 |
| 2023-03-31 | $439k | 6.6k | 66.46 |
| 2022-12-31 | $310k | 6.3k | 48.89 |
| 2022-09-30 | $300k | 6.1k | 49.05 |