Accurate Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.79M Buy
11,340
+1,635
+17% +$189K 0.17% 137
2026
Q1
$744K Sell
9,705
-563
-5% -$45.5K 0.09% 238
2025
Q4
$813K Sell
10,268
-91
-0.9% -$7.55K 0.1% 205
2025
Q3
$861K Sell
10,359
-9,572
-48% -$854K 0.11% 193
2025
Q2
$2M Buy
19,931
+776
+4% +$78.3K 0.31% 84
2025
Q1
$1.87M Sell
19,155
-33
-0.2% -$3.35K 0.36% 72
2024
Q4
$1.81M Buy
19,188
+7,368
+62% +$655K 0.35% 72
2024
Q3
$977K Buy
11,820
+1,551
+15% +$106K 0.2% 111
2024
Q2
$615K Buy
10,269
+149
+1% +$9.27K 0.15% 145
2024
Q1
$642K Sell
10,120
-1,359
-12% -$90.5K 0.19% 121
2023
Q4
$715K Sell
11,479
-2,723
-19% -$151K 0.22% 101
2023
Q3
$833K Buy
14,202
+1,122
+9% +$74.3K 0.26% 84
2023
Q2
$1.03M Sell
13,080
-196
-1% -$13.3K 0.32% 73
2023
Q1
$888K Buy
13,276
+11,949
+900% +$679K 0.31% 77
2022
Q4
$64.2K Buy
+1,327
New +$69.2K 0.02% 398

Other funds holding FTNT

Accurate Wealth Management's FTNT Position: Q2 2026 in Review

Accurate Wealth Management increased its Fortinet (FTNT) stake by 17% in Q2 2026, buying an estimated $189K and bringing the position to 11,340 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #137.

Accurate Wealth Management first reported a position in FTNT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q2 2025. 505 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Accurate Wealth Management held 11,340 shares of Fortinet worth $1.79M as of Q2 2026.
  • Accurate Wealth Management bought 1,635 Fortinet shares in Q2 2026, an estimated $189K.
  • Fortinet made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Accurate Wealth Management first reported a position in Fortinet in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Fortinet position peaked at $2M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.