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 Q3	$31.7M	Sell	177,463 -53,726	-23%	-$8.71M	1.19%	25
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	0.81%	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

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Beacon Investment Advisory Services's FTNT Position: Q3 2026 in Review

Beacon Investment Advisory Services reduced its Fortinet (FTNT) stake by 23% in Q3 2026, selling an estimated $8.71M and leaving 177,463 shares worth $31.7M. The position accounts for 1.19% of the portfolio, ranked #25.

Beacon Investment Advisory Services first reported a position in FTNT in Q2 2024 and has held it in 10 quarters since. The position peaked at $35.5M in Q2 2026. 160 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Beacon Investment Advisory Services held 177,463 shares of Fortinet worth $31.7M as of Q3 2026.
Beacon Investment Advisory Services sold 53,726 Fortinet shares in Q3 2026, an estimated $8.71M.
Fortinet made up 1.19% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #25 holding.
Beacon Investment Advisory Services first reported a position in Fortinet in Q2 2024 and has held it in 10 quarters since.
Beacon Investment Advisory Services's Fortinet position peaked at $35.5M in Q2 2026.
160 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.