Birchbrook’s Fortinet FTNT Stock Holding History

Birchbrook’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	$1.25M	Sell	8,161 -7,709	-49%	-$891K	0.59%	30
2026 Q1	$1.3M	Buy	15,870 +1,460	+10%	+$118K	0.64%	33
2025 Q4	$1.14M	Buy	14,410 +1,095	+8%	+$90.8K	0.57%	33
2025 Q3	$1.12M	Sell	13,315 -675	-5%	-$60.2K	0.58%	36
2025 Q2	$1.48M	Sell	13,990 -303	-2%	-$30.6K	0.79%	28
2025 Q1	$1.38M	Sell	14,293 -785	-5%	-$79.6K	0.77%	28
2024 Q4	$1.42M	Sell	15,078 -1,521	-9%	-$135K	0.81%	28
2024 Q3	$1.29M	Buy	16,599 +129	+0.8%	+$8.81K	0.71%	32
2024 Q2	$993K	Buy	16,470 +88	+0.5%	+$5.47K	0.6%	35
2024 Q1	$1.12M	Buy	16,382 +94	+0.6%	+$6.26K	0.67%	31
2023 Q4	$953K	Buy	+16,288	New	+$900K	0.63%	36

Other funds holding FTNT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Birchbrook's FTNT Position: Q2 2026 in Review

Birchbrook reduced its Fortinet (FTNT) stake by 49% in Q2 2026, selling an estimated $891K and leaving 8,161 shares worth $1.25M. The position accounts for 0.59% of the portfolio, ranked #30.

Birchbrook first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2025. 665 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Birchbrook held 8,161 shares of Fortinet worth $1.25M as of Q2 2026.
Birchbrook sold 7,709 Fortinet shares in Q2 2026, an estimated $891K.
Fortinet made up 0.59% of Birchbrook's portfolio in Q2 2026, its #30 holding.
Birchbrook first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Fortinet position peaked at $1.48M in Q2 2025.
665 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.