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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
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 $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

Berger Financial Group's FTNT Position: Q1 2026 in Review

Berger Financial Group sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 57,840 shares — an estimated $4.59M sold.

Berger Financial Group first reported a position in FTNT in Q1 2025 and held it in 4 quarters. The position peaked at $6.11M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Berger Financial Group reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 57,840 Fortinet shares in Q1 2026, an estimated $4.59M.
  • Berger Financial Group first reported a position in Fortinet in Q1 2025 and held it in 4 quarters.
  • Berger Financial Group's Fortinet position peaked at $6.11M in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.