Avestar Capital
FTNT icon

Avestar Capital’s Fortinet FTNT Stock Holding History

Avestar Capital’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 		$1.64M Buy
9,165
+298
+3% +$48.3K 0.13% 143
2026
Q2 		$1.36M Buy
8,867
+2,116
+31% +$245K 0.08% 186
2026
Q1 		$552K Buy
6,751
+1,852
+38% +$150K 0.04% 331
2025
Q4 		$389K Sell
4,899
-2,716
-36% -$225K 0.03% 379
2025
Q3 		$640K Sell
7,615
-511
-6% -$45.6K 0.04% 288
2025
Q2 		$859K Buy
8,126
+2,876
+55% +$290K 0.06% 242
2025
Q1 		$505K Sell
5,250
-198
-4% -$20.1K 0.04% 282
2024
Q4 		$515K Sell
5,448
-977
-15% -$86.9K 0.04% 288
2024
Q3 		$498K Buy
6,425
+283
+5% +$19.3K 0.05% 257
2024
Q2 		$370K Buy
6,142
+836
+16% +$52K 0.04% 300
2024
Q1 		$362K Sell
5,306
-1,389
-21% -$92.5K 0.04% 296
2023
Q4 		$392K Buy
6,695
+1,105
+20% +$61.1K 0.04% 240
2023
Q3 		$328K Sell
5,590
-992
-15% -$65.7K 0.05% 227
2023
Q2 		$498K Buy
+6,582
New +$448K 0.08% 155
2021
Q4 		– Sell
-6,850
Closed -$400K – 459
2021
Q3 		$400K Hold
6,850
– – 0.05% 300
2021
Q2 		$326K Hold
6,850
– – 0.04% 312
2021
Q1 		$271K Hold
6,850
– – 0.06% 265
2020
Q4 		$203K Buy
+6,850
New +$173K 0.06% 257
2019
Q3 		– Sell
-6,795
Closed -$103K – 422
2019
Q2 		$103K Hold
6,795
– – 0.07% 186
2019
Q1 		$112K Sell
6,795
-595
-8% -$9.48K 0.07% 181
2018
Q4 		$102K Hold
7,390
– – 0.07% 181
2018
Q3 		$134K Buy
7,390
+25
+0.3% +$382 0.08% 164
2018
Q2 		$90K Buy
7,365
+25
+0.3% +$296 0.06% 208
2018
Q1 		$78K Hold
7,340
– – 0.05% 200
2017
Q4 		$63K Buy
+7,340
New +$59.8K 0.05% 218

Other funds holding FTNT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Avestar Capital's FTNT Position: Q3 2026 in Review

Avestar Capital increased its Fortinet (FTNT) stake by 3.4% in Q3 2026, buying an estimated $48.3K and bringing the position to 9,165 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #143.

Avestar Capital first reported a position in FTNT in Q4 2017 and has held it in 25 quarters since. 898 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Avestar Capital held 9,165 shares of Fortinet worth $1.64M as of Q3 2026.
  • Avestar Capital bought 298 Fortinet shares in Q3 2026, an estimated $48.3K.
  • Fortinet made up 0.13% of Avestar Capital's portfolio in Q3 2026, its #143 holding.
  • Avestar Capital first reported a position in Fortinet in Q4 2017 and has held it in 25 quarters since.
  • 898 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.