Capital Advisors Ltd’s Fortinet FTNT Stock Holding History

Capital Advisors Ltd’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	$102K	Sell	662 -192	-22%	-$22.2K	0.01%	387
2026 Q1	$70K	Buy	854 +319	+60%	+$25.8K	0.01%	442
2025 Q4	$42K	Hold	535	–	–	﹤0.01%	519
2025 Q3	$45K	Sell	535 -5	-0.9%	-$446	0.01%	492
2025 Q2	$57K	Sell	540 -27	-5%	-$2.72K	0.01%	447
2025 Q1	$55K	Buy	567 +32	+6%	+$3.24K	0.01%	439
2024 Q4	$51K	Hold	535	–	–	0.01%	449
2024 Q3	$41K	Buy	535 +2	+0.4%	+$137	0.01%	492
2024 Q2	$32K	Buy	533 +28	+6%	+$1.74K	﹤0.01%	518
2024 Q1	$34K	Hold	505	–	–	﹤0.01%	501
2023 Q4	$30K	Hold	505	–	–	﹤0.01%	503
2023 Q3	$30K	Hold	505	–	–	﹤0.01%	486
2023 Q2	$38K	Hold	505	–	–	0.01%	467
2023 Q1	$34K	Sell	505 -87	-15%	-$4.95K	0.01%	406
2022 Q4	$29K	Buy	592 +5	+0.9%	+$261	0.01%	428
2022 Q3	$29K	Buy	587 +82	+16%	+$4.44K	0.01%	416
2022 Q2	$29K	Hold	505	–	–	0.01%	401
2022 Q1	$35K	Sell	505 -15	-3%	-$933	0.01%	396
2021 Q4	$37K	Buy	+520	New	+$34.2K	0.01%	381

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's FTNT Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Fortinet (FTNT) stake by 22% in Q2 2026, selling an estimated $22.2K and leaving 662 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #387.

Capital Advisors Ltd first reported a position in FTNT in Q4 2021 and has held it in 19 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Capital Advisors Ltd held 662 shares of Fortinet worth $102K as of Q2 2026.
Capital Advisors Ltd sold 192 Fortinet shares in Q2 2026, an estimated $22.2K.
Fortinet made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #387 holding.
Capital Advisors Ltd first reported a position in Fortinet in Q4 2021 and has held it in 19 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.