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Berger Financial Group’s Fortinet FTNT Stock Holding History

Berger Financial Group’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 		$3.63M Buy
+23,599
New +$2.73M 0.19% 105
2026
Q1 		– Sell
-57,840
Closed -$4.59M – 485
2025
Q4 		$4.59M Sell
57,840
-684
-1% -$56.7K 0.27% 85
2025
Q3 		$4.92M Buy
58,524
+726
+1% +$64.8K 0.29% 81
2025
Q2 		$6.11M Buy
57,798
+533
+0.9% +$53.8K 0.39% 59
2025
Q1 		$5.51M Buy
+57,265
New +$5.81M 0.38% 66

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Berger Financial Group's FTNT Position: Q2 2026 in Review

Berger Financial Group opened a new position in Fortinet (FTNT) in Q2 2026: 23,599 shares worth $3.63M. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in FTNT as recently as Q4 2025.

Berger Financial Group first reported a position in FTNT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.11M in Q2 2025. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Berger Financial Group held 23,599 shares of Fortinet worth $3.63M as of Q2 2026.
  • Fortinet was a new Berger Financial Group position in Q2 2026.
  • Fortinet made up 0.19% of Berger Financial Group's portfolio in Q2 2026, its #105 holding.
  • Berger Financial Group first reported a position in Fortinet in Q1 2025 and has held it in 5 quarters since.
  • Berger Financial Group's Fortinet position peaked at $6.11M in Q2 2025.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.