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Atwood & Palmer’s Fortinet FTNT Stock Holding History

Atwood & Palmer’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 		$154K Hold
860
– – 0.01% 177
2026
Q2 		$132K Hold
860
– – 0.01% 185
2026
Q1 		$70.3K Hold
860
– – ﹤0.01% 224
2025
Q4 		$68.3K Hold
860
– – ﹤0.01% 217
2025
Q3 		$72.3K Hold
860
– – ﹤0.01% 217
2025
Q2 		$90.9K Buy
860
+360
+72% +$36.3K 0.01% 196
2025
Q1 		$48.1K Hold
500
– – ﹤0.01% 224
2024
Q4 		$47.2K Hold
500
– – ﹤0.01% 223
2024
Q3 		$38.8K Hold
500
– – ﹤0.01% 237
2024
Q2 		$30.1K Hold
500
– – ﹤0.01% 263
2024
Q1 		$34.2K Hold
500
– – ﹤0.01% 239
2023
Q4 		$29.3K Buy
+500
New +$27.6K ﹤0.01% 256
2022
Q2 		– Sell
-375
Closed -$26K – 410
2022
Q1 		$26K Buy
+375
New +$23.3K ﹤0.01% 290

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Atwood & Palmer's FTNT Position: Q3 2026 in Review

Atwood & Palmer held its Fortinet (FTNT) position steady in Q3 2026 at 860 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #177.

Atwood & Palmer first reported a position in FTNT in Q1 2022 and has held it in 13 quarters since. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Atwood & Palmer held 860 shares of Fortinet worth $154K as of Q3 2026.
  • Atwood & Palmer left its Fortinet share count unchanged in Q3 2026.
  • Fortinet made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #177 holding.
  • Atwood & Palmer first reported a position in Fortinet in Q1 2022 and has held it in 13 quarters since.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.