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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
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 $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

Caerus Investment Advisors's FTNT Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Fortinet (FTNT) stake by 50% in Q1 2026, selling an estimated $454K and leaving 5,628 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #102.

Caerus Investment Advisors first reported a position in FTNT in Q4 2025 and has held it in 2 quarters since. The position peaked at $894K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Caerus Investment Advisors held 5,628 shares of Fortinet worth $460K as of Q1 2026.
  • Caerus Investment Advisors sold 5,627 Fortinet shares in Q1 2026, an estimated $454K.
  • Fortinet made up 0.19% of Caerus Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • Caerus Investment Advisors first reported a position in Fortinet in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Fortinet position peaked at $894K in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.