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Caliber Wealth Management (Kansas)’s Fortinet FTNT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$317K Buy
+2,063
New +$238K 0.03% 235
2025
Q4 		– Sell
-2,700
Closed -$227K – 261
2025
Q3 		$227K Sell
2,700
-1,600
-37% -$143K 0.03% 231
2025
Q2 		$455K Buy
4,300
+1,100
+34% +$111K 0.05% 190
2025
Q1 		$308K Buy
+3,200
New +$324K 0.04% 197

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

Caliber Wealth Management (Kansas)'s FTNT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Fortinet (FTNT) in Q2 2026: 2,063 shares worth $317K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings. This is a return to the name: Caliber Wealth Management (Kansas) previously reported a position in FTNT as recently as Q3 2025.

Caliber Wealth Management (Kansas) first reported a position in FTNT in Q1 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2025. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,063 shares of Fortinet worth $317K as of Q2 2026.
  • Fortinet was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Fortinet made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #235 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Fortinet in Q1 2025 and has held it in 4 quarters since.
  • Caliber Wealth Management (Kansas)'s Fortinet position peaked at $455K in Q2 2025.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.