Asset Planning Inc
FTNT icon

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
Q3 		$309K Hold
1,727
– – 0.2% 70
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Asset Planning Inc's FTNT Position: Q3 2026 in Review

Asset Planning Inc held its Fortinet (FTNT) position steady in Q3 2026 at 1,727 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #70.

Asset Planning Inc first reported a position in FTNT in Q4 2024 and has held it in 8 quarters since. 1,441 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Asset Planning Inc held 1,727 shares of Fortinet worth $309K as of Q3 2026.
  • Asset Planning Inc left its Fortinet share count unchanged in Q3 2026.
  • Fortinet made up 0.2% of Asset Planning Inc's portfolio in Q3 2026, its #70 holding.
  • Asset Planning Inc first reported a position in Fortinet in Q4 2024 and has held it in 8 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.