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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
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 $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

Asset Planning Inc's FTNT Position: Q1 2026 in Review

Asset Planning Inc held its Fortinet (FTNT) position steady in Q1 2026 at 1,727 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #95.

Asset Planning Inc first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $183K in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Asset Planning Inc held 1,727 shares of Fortinet worth $141K as of Q1 2026.
  • Asset Planning Inc left its Fortinet share count unchanged in Q1 2026.
  • Fortinet made up 0.1% of Asset Planning Inc's portfolio in Q1 2026, its #95 holding.
  • Asset Planning Inc first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Fortinet position peaked at $183K in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.