Balboa Wealth Partners’s Fortinet FTNT Stock Holding History

Balboa Wealth Partners’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 Q2	$1.46M	Buy	9,481 +6,442	+212%	+$744K	0.2%	89
2026 Q1	$248K	Buy	3,039 +76	+3%	+$6.14K	0.04%	348
2025 Q4	$235K	Sell	2,963 -434	-13%	-$36K	0.04%	340
2025 Q3	$286K	Buy	3,397 +1,067	+46%	+$95.2K	0.05%	281
2025 Q2	$246K	Buy	2,330 +96	+4%	+$9.69K	0.05%	287
2025 Q1	$215K	Sell	2,234 -248	-10%	-$25.1K	0.05%	255
2024 Q4	$234K	Buy	+2,482	New	+$221K	0.05%	249
2024 Q2	–	Sell	-3,634	Closed	-$248K	–	315
2024 Q1	$248K	Buy	+3,634	New	+$242K	0.07%	193
2023 Q3	–	Sell	-3,003	Closed	-$227K	–	292
2023 Q2	$227K	Buy	+3,003	New	+$204K	0.08%	210

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Balboa Wealth Partners's FTNT Position: Q2 2026 in Review

Balboa Wealth Partners increased its Fortinet (FTNT) stake by 212% in Q2 2026, buying an estimated $744K and bringing the position to 9,481 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #89.

Balboa Wealth Partners first reported a position in FTNT in Q2 2023 and has held it in 9 quarters since. 1,583 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Balboa Wealth Partners held 9,481 shares of Fortinet worth $1.46M as of Q2 2026.
Balboa Wealth Partners bought 6,442 Fortinet shares in Q2 2026, an estimated $744K.
Fortinet made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #89 holding.
Balboa Wealth Partners first reported a position in Fortinet in Q2 2023 and has held it in 9 quarters since.
1,583 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.