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Caerus Investment Advisors’s Fortinet FTNT Stock Holding History

Caerus Investment Advisors’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 		$944K Buy
6,144
+516
+9% +$59.6K 0.31% 54
2026
Q1 		$460K Sell
5,628
-5,627
-50% -$454K 0.19% 102
2025
Q4 		$894K Buy
+11,255
New +$933K 0.29% 71

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

Caerus Investment Advisors's FTNT Position: Q2 2026 in Review

Caerus Investment Advisors increased its Fortinet (FTNT) stake by 9.2% in Q2 2026, buying an estimated $59.6K and bringing the position to 6,144 shares worth $944K. The position accounts for 0.31% of the portfolio, ranked #54.

Caerus Investment Advisors first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Caerus Investment Advisors held 6,144 shares of Fortinet worth $944K as of Q2 2026.
  • Caerus Investment Advisors bought 516 Fortinet shares in Q2 2026, an estimated $59.6K.
  • Fortinet made up 0.31% of Caerus Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Caerus Investment Advisors first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.