Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$845K Buy
5,500
+600
+12% +$69.3K 0.46% 52
2026
Q1
$400K Hold
4,900
0.31% 76
2025
Q4
$389K Sell
4,900
-600
-11% -$49.8K 0.3% 71
2025
Q3
$462K Buy
5,500
+900
+20% +$80.3K 0.44% 64
2025
Q2
$486K Sell
4,600
-1,200
-21% -$121K 0.58% 55
2025
Q1
$558K Hold
5,800
0.67% 48
2024
Q4
$548K Buy
+5,800
New +$516K 0.77% 42

Other funds holding FTNT

BXM Wealth's FTNT Position: Q2 2026 in Review

BXM Wealth increased its Fortinet (FTNT) stake by 12% in Q2 2026, buying an estimated $69.3K and bringing the position to 5,500 shares worth $845K. The position accounts for 0.46% of the portfolio, ranked #52.

BXM Wealth first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • BXM Wealth held 5,500 shares of Fortinet worth $845K as of Q2 2026.
  • BXM Wealth bought 600 Fortinet shares in Q2 2026, an estimated $69.3K.
  • Fortinet made up 0.46% of BXM Wealth's portfolio in Q2 2026, its #52 holding.
  • BXM Wealth first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.