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Birchcreek Wealth Management’s Fortinet FTNT Stock Holding History

Birchcreek Wealth Management’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 		$549K Sell
3,577
-800
-18% -$92.4K 0.21% 77
2026
Q1 		$358K Sell
4,377
-75
-2% -$6.06K 0.17% 83
2025
Q4 		$354K Hold
4,452
– – 0.17% 83
2025
Q3 		$374K Buy
4,452
+71
+2% +$6.34K 0.19% 84
2025
Q2 		$463K Sell
4,381
-600
-12% -$60.5K 0.26% 67
2025
Q1 		$479K Sell
4,981
-274
-5% -$27.8K 0.3% 60
2024
Q4 		$496K Sell
5,255
-15
-0.3% -$1.33K 0.31% 60
2024
Q3 		$409K Buy
5,270
+100
+2% +$6.83K 0.27% 76
2024
Q2 		$312K Hold
5,170
– – 0.18% 109
2024
Q1 		$353K Buy
+5,170
New +$344K 0.19% 107
2021
Q1 		– Sell
-1,995
Closed -$59K – 174
2020
Q4 		$59K Buy
+1,995
New +$50.4K 0.06% 198

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

Birchcreek Wealth Management's FTNT Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its Fortinet (FTNT) stake by 18% in Q2 2026, selling an estimated $92.4K and leaving 3,577 shares worth $549K. The position accounts for 0.21% of the portfolio, ranked #77.

Birchcreek Wealth Management first reported a position in FTNT in Q4 2020 and has held it in 11 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Birchcreek Wealth Management held 3,577 shares of Fortinet worth $549K as of Q2 2026.
  • Birchcreek Wealth Management sold 800 Fortinet shares in Q2 2026, an estimated $92.4K.
  • Fortinet made up 0.21% of Birchcreek Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Birchcreek Wealth Management first reported a position in Fortinet in Q4 2020 and has held it in 11 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.