AWA
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Arete Wealth Advisors’s Fortinet FTNT Stock Holding History

Arete Wealth 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
Q1 		– Sell
-2,528
Closed -$201K – 465
2025
Q4 		$201K Sell
2,528
-1,294
-34% -$107K 0.01% 727
2025
Q3 		$322K Sell
3,822
-2,407
-39% -$215K 0.02% 570
2025
Q2 		$659K Sell
6,229
-5,645
-48% -$570K 0.05% 339
2025
Q1 		$1.14M Buy
11,874
+2,304
+24% +$234K 0.09% 230
2024
Q4 		$904K Buy
9,570
+1,779
+23% +$158K 0.07% 271
2024
Q3 		$603K Buy
7,791
+1,733
+29% +$118K 0.05% 323
2024
Q2 		$366K Buy
+6,058
New +$377K 0.03% 478
2024
Q1 		– Sell
-7,569
Closed -$443K – 496
2023
Q4 		$443K Buy
7,569
+333
+5% +$18.4K 0.03% 427
2023
Q3 		$425K Buy
7,236
+2,177
+43% +$144K 0.07% 267
2023
Q2 		$382K Buy
+5,059
New +$344K 0.03% 423
2023
Q1 		– Sell
-7,201
Closed -$352M – 683
2022
Q4 		$352M Sell
7,201
-39
-0.5% -$2.03K 0.03% 415
2022
Q3 		$356K Buy
7,240
+2,155
+42% +$117K 0.03% 362
2022
Q2 		$288K Buy
5,085
+460
+10% +$27.3K 0.03% 343
2022
Q1 		$316K Buy
4,625
+185
+4% +$11.5K 0.03% 363
2021
Q4 		$297K Buy
+4,440
New +$292K 0.03% 385
2019
Q3 		– Sell
-58,470
Closed -$898K – 421
2019
Q2 		$898K Sell
58,470
-490
-0.8% -$8.07K 0.17% 142
2019
Q1 		$990K Buy
+58,960
New +$940K 0.21% 128

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

Arete Wealth Advisors's FTNT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 2,528 shares — an estimated $201K sold.

Arete Wealth Advisors first reported a position in FTNT in Q1 2019 and held it in 17 quarters. The position peaked at $352M in Q4 2022. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,528 Fortinet shares in Q1 2026, an estimated $201K.
  • Arete Wealth Advisors first reported a position in Fortinet in Q1 2019 and held it in 17 quarters.
  • Arete Wealth Advisors's Fortinet position peaked at $352M in Q4 2022.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.