AWM
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AE Wealth Management’s Fortinet FTNT Stock Holding History

AE 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
Q1 		$1.13M Buy
13,885
+1,991
+17% +$161K 0.01% 809
2025
Q4 		$945K Sell
11,894
-2,103
-15% -$174K 0.01% 816
2025
Q3 		$1.18M Buy
13,997
+8,266
+144% +$738K 0.01% 714
2025
Q2 		$606K Buy
5,731
+373
+7% +$37.6K ﹤0.01% 859
2025
Q1 		$516K Buy
5,358
+890
+20% +$90.2K ﹤0.01% 914
2024
Q4 		$422K Buy
4,468
+1,186
+36% +$105K ﹤0.01% 956
2024
Q3 		$255K Buy
+3,282
New +$224K ﹤0.01% 1087
2024
Q1 		– Sell
-278,279
Closed -$18.4M – 1454
2023
Q4 		$18.4M Buy
278,279
+11,761
+4% +$650K 0.09% 247
2023
Q3 		$15.6M Buy
266,518
+55,435
+26% +$3.67M 0.09% 245
2023
Q2 		$16M Buy
211,083
+22,333
+12% +$1.52M 0.1% 251
2023
Q1 		$12.5M Sell
188,750
-2,315
-1% -$132K 0.08% 295
2022
Q4 		$9.34M Buy
191,065
+4,881
+3% +$254K 0.07% 337
2022
Q3 		$9.15M Sell
186,184
-17,981
-9% -$974K 0.07% 293
2022
Q2 		$11.6M Sell
204,165
-28,940
-12% -$1.72M 0.09% 244
2022
Q1 		$15.9M Sell
233,105
-14,720
-6% -$915K 0.11% 188
2021
Q4 		$17.8M Sell
247,825
-19,200
-7% -$1.26M 0.12% 172
2021
Q3 		$15.6M Buy
267,025
+21,840
+9% +$1.26M 0.13% 178
2021
Q2 		$11.7M Sell
245,185
-4,090
-2% -$175K 0.1% 198
2021
Q1 		$9.19M Buy
249,275
+15,450
+7% +$505K 0.09% 220
2020
Q4 		$6.95M Buy
233,825
+17,465
+8% +$441K 0.08% 230
2020
Q3 		$5.1M Buy
216,360
+69,380
+47% +$1.79M 0.07% 232
2020
Q2 		$4.04M Buy
146,980
+99,600
+210% +$2.5M 0.06% 262
2020
Q1 		$959K Buy
47,380
+36,550
+337% +$783K 0.02% 501
2019
Q4 		$231K Buy
+10,830
New +$204K 0.01% 1017

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's FTNT Position: Q1 2026 in Review

AE Wealth Management increased its Fortinet (FTNT) stake by 17% in Q1 2026, buying an estimated $161K and bringing the position to 13,885 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #809.

AE Wealth Management first reported a position in FTNT in Q4 2019 and has held it in 24 quarters since. The position peaked at $18.4M in Q4 2023. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • AE Wealth Management held 13,885 shares of Fortinet worth $1.13M as of Q1 2026.
  • AE Wealth Management bought 1,991 Fortinet shares in Q1 2026, an estimated $161K.
  • Fortinet made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #809 holding.
  • AE Wealth Management first reported a position in Fortinet in Q4 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Fortinet position peaked at $18.4M in Q4 2023.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.