Alpha Family Trust’s Fortinet FTNT Stock Holding History

Alpha Family Trust’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	$410K	Buy	5,020 +1,275	+34%	+$103K	0.2%	89
2025 Q4	$297K	Hold	3,745	–	–	0.14%	136
2025 Q3	$315K	Sell	3,745 -1,375	-27%	-$123K	0.15%	122
2025 Q2	$541K	Hold	5,120	–	–	0.27%	71
2025 Q1	$493K	Buy	5,120 +1,375	+37%	+$139K	0.29%	67
2024 Q4	$354K	Hold	3,745	–	–	0.2%	84
2024 Q3	$290K	Hold	3,745	–	–	0.16%	108
2024 Q2	$226K	Buy	+3,745	New	+$233K	0.13%	132

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpha Family Trust's FTNT Position: Q1 2026 in Review

Alpha Family Trust increased its Fortinet (FTNT) stake by 34% in Q1 2026, buying an estimated $103K and bringing the position to 5,020 shares worth $410K. The position accounts for 0.2% of the portfolio, ranked #89.

Alpha Family Trust first reported a position in FTNT in Q2 2024 and has held it in 8 quarters since. The position peaked at $541K in Q2 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Alpha Family Trust held 5,020 shares of Fortinet worth $410K as of Q1 2026.
Alpha Family Trust bought 1,275 Fortinet shares in Q1 2026, an estimated $103K.
Fortinet made up 0.2% of Alpha Family Trust's portfolio in Q1 2026, its #89 holding.
Alpha Family Trust first reported a position in Fortinet in Q2 2024 and has held it in 8 quarters since.
Alpha Family Trust's Fortinet position peaked at $541K in Q2 2025.
1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.