AWE
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Avidian Wealth Enterprises’s Fortinet FTNT Stock Holding History

Avidian Wealth Enterprises’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 		$543K Buy
3,036
+578
+24% +$93.7K 0.02% 458
2026
Q2 		$378K Buy
+2,458
New +$284K 0.01% 539

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

Avidian Wealth Enterprises's FTNT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Fortinet (FTNT) stake by 24% in Q3 2026, buying an estimated $93.7K and bringing the position to 3,036 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #458.

Avidian Wealth Enterprises first reported a position in FTNT in Q2 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Avidian Wealth Enterprises held 3,036 shares of Fortinet worth $543K as of Q3 2026.
  • Avidian Wealth Enterprises bought 578 Fortinet shares in Q3 2026, an estimated $93.7K.
  • Fortinet made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #458 holding.
  • Avidian Wealth Enterprises first reported a position in Fortinet in Q2 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.