Beacon Investment Advisors’s Fortinet FTNT Stock Holding History

Beacon Investment Advisors’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	$1.41M	Hold	9,204	–	–	0.44%	62
2026 Q1	$752K	Hold	9,204	–	–	0.28%	79
2025 Q4	$731K	Sell	9,204 -800	-8%	-$66.3K	0.29%	82
2025 Q3	$841K	Hold	10,004	–	–	0.34%	79
2025 Q2	$1.03M	Hold	10,004	–	–	0.44%	65
2025 Q1	$963K	Hold	10,004	–	–	0.45%	65
2024 Q4	$945K	Sell	10,004 -16	-0.2%	-$1.42K	0.44%	67
2024 Q3	$777K	Hold	10,020	–	–	0.37%	76
2024 Q2	$604K	Hold	10,020	–	–	0.31%	85
2024 Q1	$684K	Hold	10,020	–	–	0.39%	71
2023 Q4	$586K	Hold	10,020	–	–	0.37%	70
2023 Q3	$588K	Hold	10,020	–	–	0.42%	68
2023 Q2	$757K	Hold	10,020	–	–	0.52%	58
2023 Q1	$666K	Sell	10,020 -85	-0.8%	-$4.83K	0.49%	62
2022 Q4	$494K	Buy	+10,105	New	+$527K	0.41%	73

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

Beacon Investment Advisors's FTNT Position: Q2 2026 in Review

Beacon Investment Advisors held its Fortinet (FTNT) position steady in Q2 2026 at 9,204 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #62.

Beacon Investment Advisors first reported a position in FTNT in Q4 2022 and has held it in 15 quarters since. 1,579 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Beacon Investment Advisors held 9,204 shares of Fortinet worth $1.41M as of Q2 2026.
Beacon Investment Advisors left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.44% of Beacon Investment Advisors's portfolio in Q2 2026, its #62 holding.
Beacon Investment Advisors first reported a position in Fortinet in Q4 2022 and has held it in 15 quarters since.
1,579 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.