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Allen Mooney & Barnes Investment Advisors’s Fortinet FTNT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$953K Hold
5,332
– – 0.14% 69
2026
Q2 		$819K Sell
5,332
-1,203
-18% -$139K 0.12% 74
2026
Q1 		$534K Sell
6,535
-55
-0.8% -$4.44K 0.08% 101
2025
Q4 		$523K Buy
6,590
+243
+4% +$20.2K 0.08% 99
2025
Q3 		$534K Buy
6,347
+100
+2% +$8.92K 0.08% 99
2025
Q2 		$660K Hold
6,247
– – 0.11% 84
2025
Q1 		$601K Sell
6,247
-232
-4% -$23.5K 0.1% 91
2024
Q4 		$612K Sell
6,479
-176
-3% -$15.7K 0.1% 89
2024
Q3 		$516K Sell
6,655
-200
-3% -$13.7K 0.09% 98
2024
Q2 		$413K Sell
6,855
-268
-4% -$16.7K 0.07% 114
2024
Q1 		$486K Sell
7,123
-80
-1% -$5.33K 0.09% 104
2023
Q4 		$422K Buy
7,203
+533
+8% +$29.5K 0.08% 108
2023
Q3 		$391K Buy
6,670
+646
+11% +$42.8K 0.08% 103
2023
Q2 		$455K Sell
6,024
-725
-11% -$49.3K 0.1% 93
2023
Q1 		$449K Buy
6,749
+106
+2% +$6.03K 0.11% 89
2022
Q4 		$325K Sell
6,643
-177
-3% -$9.22K 0.08% 107
2022
Q3 		$335K Sell
6,820
-125
-2% -$6.77K 0.09% 105
2022
Q2 		$393K Hold
6,945
– – 0.1% 99
2022
Q1 		$475K Buy
+6,945
New +$432K 0.11% 99

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's FTNT Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Fortinet (FTNT) position steady in Q3 2026 at 5,332 shares worth $953K. The position accounts for 0.14% of the portfolio, ranked #69.

Allen Mooney & Barnes Investment Advisors first reported a position in FTNT in Q1 2022 and has held it in 19 quarters since. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 5,332 shares of Fortinet worth $953K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors left its Fortinet share count unchanged in Q3 2026.
  • Fortinet made up 0.14% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #69 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Fortinet in Q1 2022 and has held it in 19 quarters since.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.