Callan Family Office’s Fortinet FTNT Stock Holding History

Callan Family Office’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	$4.93M	Buy	32,124 +15,091	+89%	+$1.74M	0.1%	203
2026 Q1	$1.39M	Buy	17,033 +1,647	+11%	+$133K	0.03%	467
2025 Q4	$1.22M	Buy	15,386 +5,159	+50%	+$428K	0.03%	488
2025 Q3	$860K	Sell	10,227 -2,040	-17%	-$182K	0.03%	410
2025 Q2	$1.3M	Buy	+12,267	New	+$1.24M	0.04%	349
2025 Q1	–	Sell	-3,848	Closed	-$364K	–	587
2024 Q4	$364K	Buy	+3,848	New	+$342K	0.02%	437

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Callan Family Office's FTNT Position: Q2 2026 in Review

Callan Family Office increased its Fortinet (FTNT) stake by 89% in Q2 2026, buying an estimated $1.74M and bringing the position to 32,124 shares worth $4.93M. The position accounts for 0.1% of the portfolio, ranked #203.

Callan Family Office first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Callan Family Office held 32,124 shares of Fortinet worth $4.93M as of Q2 2026.
Callan Family Office bought 15,091 Fortinet shares in Q2 2026, an estimated $1.74M.
Fortinet made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #203 holding.
Callan Family Office first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.