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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Callan Family Office's FTNT Position: Q1 2026 in Review

Callan Family Office increased its Fortinet (FTNT) stake by 11% in Q1 2026, buying an estimated $133K and bringing the position to 17,033 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #467.

Callan Family Office first reported a position in FTNT in Q4 2024 and has held it in 5 quarters since. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Callan Family Office held 17,033 shares of Fortinet worth $1.39M as of Q1 2026.
Callan Family Office bought 1,647 Fortinet shares in Q1 2026, an estimated $133K.
Fortinet made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #467 holding.
Callan Family Office first reported a position in Fortinet in Q4 2024 and has held it in 5 quarters since.
1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.