Superior Planning, LLC’s Fortinet FTNT Stock Holding History

Superior Planning, LLC’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
2026 Q3	$34.5K	Buy	+193	New	+$31.3K	0.01%	493

Other funds holding FTNT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's FTNT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Fortinet (FTNT) in Q3 2026: 193 shares worth $34.5K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

1,287 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Superior Planning, LLC held 193 shares of Fortinet worth $34.5K as of Q3 2026.
Fortinet was a new Superior Planning, LLC position in Q3 2026.
Fortinet made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #493 holding.
1,287 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.