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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Investment Advisors's FTNT Position: Q1 2026 in Review

Beacon Investment Advisors held its Fortinet (FTNT) position steady in Q1 2026 at 9,204 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #79.

Beacon Investment Advisors first reported a position in FTNT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Beacon Investment Advisors held 9,204 shares of Fortinet worth $752K as of Q1 2026.
Beacon Investment Advisors left its Fortinet share count unchanged in Q1 2026.
Fortinet made up 0.28% of Beacon Investment Advisors's portfolio in Q1 2026, its #79 holding.
Beacon Investment Advisors first reported a position in Fortinet in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Fortinet position peaked at $1.03M in Q2 2025.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.