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Bartlett & Co Wealth Management’s Fortinet FTNT Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		$217K Sell
2,437
-19
-0.8% -$1.53K ﹤0.01% 448
2025
Q4 		$195K Buy
2,456
+89
+4% +$7.38K ﹤0.01% 456
2025
Q3 		$199K Sell
2,367
-28
-1% -$2.5K ﹤0.01% 450
2025
Q2 		$253K Buy
2,395
+1
+0% +$101 ﹤0.01% 414
2025
Q1 		$230K Buy
2,394
+3
+0.1% +$304 ﹤0.01% 427
2024
Q4 		$226K Hold
2,391
– – ﹤0.01% 425
2024
Q3 		$185K Buy
2,391
+354
+17% +$24.2K ﹤0.01% 455
2024
Q2 		$123K Sell
2,037
-150
-7% -$9.33K ﹤0.01% 513
2024
Q1 		$149K Hold
2,187
– – ﹤0.01% 497
2023
Q4 		$130K Sell
2,187
-80
-4% -$4.42K ﹤0.01% 538
2023
Q3 		$133K Buy
2,267
+100
+5% +$6.62K ﹤0.01% 504
2023
Q2 		$164K Sell
2,167
-45
-2% -$3.06K ﹤0.01% 479
2023
Q1 		$147K Sell
2,212
-83
-4% -$4.72K ﹤0.01% 417
2022
Q4 		$112K Buy
2,295
+750
+49% +$39.1K ﹤0.01% 456
2022
Q3 		$75.9K Hold
1,545
– – ﹤0.01% 498
2022
Q2 		$87.4K Buy
1,545
+45
+3% +$2.67K ﹤0.01% 481
2022
Q1 		$103K Buy
+1,500
New +$93.3K ﹤0.01% 487
2021
Q4 		– Sell
-1,500
Closed -$87.6K – 571
2021
Q3 		$87.6K Hold
1,500
– – ﹤0.01% 437
2021
Q2 		$71.5K Hold
1,500
– – ﹤0.01% 453
2021
Q1 		$55.3K Hold
1,500
– – ﹤0.01% 518
2020
Q4 		$44.6K Hold
1,500
– – ﹤0.01% 537
2020
Q3 		$35.3K Hold
1,500
– – ﹤0.01% 536
2020
Q2 		$41.2K Buy
+1,500
New +$37.7K ﹤0.01% 526
2019
Q3 		– Sell
-25
Closed -$384 – 898
2019
Q2 		$384 Buy
+25
New +$412 ﹤0.01% 735

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's FTNT Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Fortinet (FTNT) stake by 0.77% in Q1 2026, selling an estimated $1.53K and leaving 2,437 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Bartlett & Co Wealth Management first reported a position in FTNT in Q2 2019 and has held it in 24 quarters since. The position peaked at $253K in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,437 shares of Fortinet worth $217K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 19 Fortinet shares in Q1 2026, an estimated $1.53K.
  • Fortinet made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #448 holding.
  • Bartlett & Co Wealth Management first reported a position in Fortinet in Q2 2019 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Fortinet position peaked at $253K in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.