Avior Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,488
Closed -$203K 830
2026
Q1
$203K Buy
+2,488
New +$201K 0.01% 797
2025
Q1
Sell
-308
Closed -$29.1K 1329
2024
Q4
$29.1K Buy
308
+39
+14% +$3.47K ﹤0.01% 1321
2024
Q3
$20.9K Buy
269
+125
+87% +$8.54K ﹤0.01% 1368
2024
Q2
$8.68K Sell
144
-345
-71% -$21.5K ﹤0.01% 1555
2024
Q1
$33.4K Buy
489
+356
+268% +$23.7K ﹤0.01% 1386
2023
Q4
$7.78K Buy
133
+61
+85% +$3.37K ﹤0.01% 1037
2023
Q3
$4.22K Hold
72
﹤0.01% 1240
2023
Q2
$5.44K Hold
72
﹤0.01% 1145
2023
Q1
$4.79K Buy
+72
New +$4.09K ﹤0.01% 1214
2022
Q1
Sell
-40
Closed -$2K 1149
2021
Q4
$2K Hold
40
﹤0.01% 973
2021
Q3
$2K Hold
40
﹤0.01% 938
2021
Q2
$1K Sell
40
-24,330
-100% -$1.04M ﹤0.01% 963
2021
Q1
$898K Sell
24,370
-2,730
-10% -$89.3K 0.1% 192
2020
Q4
$805K Hold
27,100
0.1% 182
2020
Q3
$638K Buy
27,100
+1,650
+6% +$42.6K 0.09% 190
2020
Q2
$698K Buy
25,450
+3,200
+14% +$80.3K 0.11% 176
2020
Q1
$450K Hold
22,250
0.09% 210
2019
Q4
$475K Hold
22,250
0.08% 234
2019
Q3
$341K Hold
22,250
0.06% 269
2019
Q2
$342K Sell
22,250
-2,900
-12% -$47.8K 0.06% 269
2019
Q1
$422K Sell
25,150
-2,405
-9% -$38.3K 0.09% 225
2018
Q4
$388K Sell
27,555
-1,760
-6% -$26.8K 0.09% 209
2018
Q3
$541K Sell
29,315
-6,070
-17% -$92.8K 0.12% 174
2018
Q2
$442K Sell
35,385
-4,185
-11% -$49.6K 0.1% 188
2018
Q1
$424K Sell
39,570
-9,050
-19% -$88.2K 0.1% 190
2017
Q4
$425K Buy
+48,620
New +$396K 0.1% 194

Other funds holding FTNT

Avior Wealth Management's FTNT Position: Q2 2026 in Review

Avior Wealth Management sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 2,488 shares — an estimated $203K sold.

Avior Wealth Management first reported a position in FTNT in Q4 2017 and held it in 26 quarters. The position peaked at $898K in Q1 2021. 1,567 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Avior Wealth Management reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 2,488 Fortinet shares in Q2 2026, an estimated $203K.
  • Avior Wealth Management first reported a position in Fortinet in Q4 2017 and held it in 26 quarters.
  • Avior Wealth Management's Fortinet position peaked at $898K in Q1 2021.
  • 1,567 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.