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Asset Planning Inc’s Fortinet FTNT Stock Holding History

Asset Planning Inc’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
Q2 		$265K Hold
1,727
– – 0.17% 77
2026
Q1 		$141K Hold
1,727
– – 0.1% 95
2025
Q4 		$137K Hold
1,727
– – 0.1% 94
2025
Q3 		$145K Hold
1,727
– – 0.11% 94
2025
Q2 		$183K Hold
1,727
– – 0.14% 87
2025
Q1 		$166K Hold
1,727
– – 0.13% 87
2024
Q4 		$163K Buy
+1,727
New +$154K 0.12% 83

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Planning Inc's FTNT Position: Q2 2026 in Review

Asset Planning Inc held its Fortinet (FTNT) position steady in Q2 2026 at 1,727 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #77.

Asset Planning Inc first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Asset Planning Inc held 1,727 shares of Fortinet worth $265K as of Q2 2026.
  • Asset Planning Inc left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up 0.17% of Asset Planning Inc's portfolio in Q2 2026, its #77 holding.
  • Asset Planning Inc first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.