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	0.81%	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

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 Advisory Services's FTNT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Fortinet (FTNT) stake by 4.2% in Q2 2026, selling an estimated $1.17M and leaving 231,189 shares worth $35.5M. The position accounts for 1.32% of the portfolio, ranked #23.

Beacon Investment Advisory Services first reported a position in FTNT in Q2 2024 and has held it in 9 quarters since. 1,574 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Beacon Investment Advisory Services held 231,189 shares of Fortinet worth $35.5M as of Q2 2026.
Beacon Investment Advisory Services sold 10,085 Fortinet shares in Q2 2026, an estimated $1.17M.
Fortinet made up 1.32% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #23 holding.
Beacon Investment Advisory Services first reported a position in Fortinet in Q2 2024 and has held it in 9 quarters since.
1,574 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.