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Ballentine Partners’s Fortinet FTNT Stock Holding History

Ballentine 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 		$1.67M Buy
10,866
+1,071
+11% +$124K 0.02% 261
2026
Q1 		$800K Buy
9,795
+240
+3% +$19.4K 0.01% 404
2025
Q4 		$759K Buy
9,555
+156
+2% +$12.9K 0.01% 385
2025
Q3 		$790K Sell
9,399
-356
-4% -$31.8K 0.01% 378
2025
Q2 		$1.03M Sell
9,755
-819
-8% -$82.6K 0.02% 311
2025
Q1 		$1.02M Buy
10,574
+2,868
+37% +$291K 0.02% 286
2024
Q4 		$728K Buy
7,706
+156
+2% +$13.9K 0.01% 346
2024
Q3 		$586K Buy
7,550
+563
+8% +$38.5K 0.01% 383
2024
Q2 		$421K Buy
6,987
+105
+2% +$6.53K 0.01% 444
2024
Q1 		$470K Buy
6,882
+1,027
+18% +$68.4K 0.01% 404
2023
Q4 		$343K Buy
5,855
+52
+0.9% +$2.87K 0.01% 467
2023
Q3 		$341K Sell
5,803
-1,024
-15% -$67.8K 0.01% 410
2023
Q2 		$516K Buy
6,827
+3,059
+81% +$208K 0.01% 309
2023
Q1 		$250K Buy
+3,768
New +$214K 0.01% 462

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's FTNT Position: Q2 2026 in Review

Ballentine Partners increased its Fortinet (FTNT) stake by 11% in Q2 2026, buying an estimated $124K and bringing the position to 10,866 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #261.

Ballentine Partners first reported a position in FTNT in Q1 2023 and has held it in 14 quarters since. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Ballentine Partners held 10,866 shares of Fortinet worth $1.67M as of Q2 2026.
  • Ballentine Partners bought 1,071 Fortinet shares in Q2 2026, an estimated $124K.
  • Fortinet made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #261 holding.
  • Ballentine Partners first reported a position in Fortinet in Q1 2023 and has held it in 14 quarters since.
  • 232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.