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Beacon Pointe Advisors’s Fortinet FTNT Stock Holding History

Beacon Pointe 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
2025
Q1 		– Sell
-6,000
Closed -$567K – 1233
2024
Q4 		$567K Hold
6,000
– – 0.01% 794
2024
Q3 		$465K Hold
6,000
– – 0.01% 878
2024
Q2 		$362K Hold
6,000
– – ﹤0.01% 992
2024
Q1 		$410K Buy
+6,000
New +$399K ﹤0.01% 995

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Fortinet (FTNT) stake by 4.6% in Q1 2026, buying an estimated $1.41M and bringing the position to 394,508 shares worth $32.2M. The position accounts for 0.17% of the portfolio, ranked #128.

Beacon Pointe Advisors first reported a position in FTNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $38.8M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Beacon Pointe Advisors held 394,508 shares of Fortinet worth $32.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 17,407 Fortinet shares in Q1 2026, an estimated $1.41M.
  • Fortinet made up 0.17% of Beacon Pointe Advisors's portfolio in Q1 2026, its #128 holding.
  • Beacon Pointe Advisors first reported a position in Fortinet in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Fortinet position peaked at $38.8M in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.