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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
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 $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

Birchcreek Wealth Management's FTNT Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Fortinet (FTNT) stake by 1.7% in Q1 2026, selling an estimated $6.06K and leaving 4,377 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #83.

Birchcreek Wealth Management first reported a position in FTNT in Q4 2020 and has held it in 10 quarters since. The position peaked at $496K in Q4 2024. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Birchcreek Wealth Management held 4,377 shares of Fortinet worth $358K as of Q1 2026.
  • Birchcreek Wealth Management sold 75 Fortinet shares in Q1 2026, an estimated $6.06K.
  • Fortinet made up 0.17% of Birchcreek Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Birchcreek Wealth Management first reported a position in Fortinet in Q4 2020 and has held it in 10 quarters since.
  • Birchcreek Wealth Management's Fortinet position peaked at $496K in Q4 2024.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.