BSW Wealth Partners’s Fortinet FTNT Stock Holding History

BSW Wealth Partners’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	$289K	Buy	+1,883	New	+$218K	0.03%	260
2023 Q3	–	Sell	-2,683	Closed	-$203K	–	260
2023 Q2	$203K	Buy	+2,683	New	+$182K	0.04%	255
2022 Q3	–	Sell	-5,470	Closed	-$309K	–	279
2022 Q2	$309K	Sell	5,470 -600	-10%	-$35.6K	0.07%	185
2022 Q1	$415K	Buy	+6,070	New	+$377K	0.1%	151
2019 Q4	–	Sell	-3,355	Closed	-$52K	–	140
2019 Q3	$52K	Buy	+3,355	New	+$54.4K	0.02%	119

Other funds holding FTNT

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

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

ACM

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners's FTNT Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Fortinet (FTNT) in Q2 2026: 1,883 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in FTNT as recently as Q2 2023.

BSW Wealth Partners first reported a position in FTNT in Q3 2019 and has held it in 5 quarters since. The position peaked at $415K in Q1 2022. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

BSW Wealth Partners held 1,883 shares of Fortinet worth $289K as of Q2 2026.
Fortinet was a new BSW Wealth Partners position in Q2 2026.
Fortinet made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #260 holding.
BSW Wealth Partners first reported a position in Fortinet in Q3 2019 and has held it in 5 quarters since.
BSW Wealth Partners's Fortinet position peaked at $415K in Q1 2022.
232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.