Accurate Wealth Management’s Fortinet FTNT Stock Holding History

Accurate Wealth Management’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	$2.93M	Buy	15,363 +4,023	+35%	+$652K	0.25%	83
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%	+$9.26K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's FTNT Position: Q3 2026 in Review

Accurate Wealth Management increased its Fortinet (FTNT) stake by 35% in Q3 2026, buying an estimated $652K and bringing the position to 15,363 shares worth $2.93M. The position accounts for 0.25% of the portfolio, ranked #83.

Accurate Wealth Management first reported a position in FTNT in Q4 2022 and has held it in 16 quarters since. 1,131 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Accurate Wealth Management held 15,363 shares of Fortinet worth $2.93M as of Q3 2026.
Accurate Wealth Management bought 4,023 Fortinet shares in Q3 2026, an estimated $652K.
Fortinet made up 0.25% of Accurate Wealth Management's portfolio in Q3 2026, its #83 holding.
Accurate Wealth Management first reported a position in Fortinet in Q4 2022 and has held it in 16 quarters since.
1,131 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.