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Beacon Investment Advisory Services’s Fortinet FTNT Stock Holding History

Beacon Investment Advisory Services’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 		$35.5M Sell
231,189
-10,085
-4% -$1.17M 1.32% 23
2026
Q1 		$19.7M Sell
241,274
-14,437
-6% -$1.17M 0.82% 36
2025
Q4 		$20.3M Sell
255,711
-14,485
-5% -$1.2M 0.83% 38
2025
Q3 		$22.7M Sell
270,196
-3,923
-1% -$350K 0.96% 34
2025
Q2 		$29M Buy
274,119
+4,699
+2% +$474K 1.28% 24
2025
Q1 		$25.9M Buy
269,420
+8,538
+3% +$866K 1.21% 27
2024
Q4 		$24.6M Buy
260,882
+95,414
+58% +$8.49M 1.07% 35
2024
Q3 		$12.8M Buy
165,468
+8,421
+5% +$575K 0.53% 58
2024
Q2 		$9.47M Buy
+157,047
New +$9.77M 0.41% 62

Other funds holding FTNT

EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return