Capital Advisory Group Advisory Services’s Fortinet FTNT Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-2,978	Closed	-$236K	–	63
2025 Q4	$236K	Sell	2,978 -1,384	-32%	-$115K	0.07%	156
2025 Q3	$367K	Hold	4,362	–	–	0.11%	136
2025 Q2	$461K	Sell	4,362 -125	-3%	-$12.6K	0.17%	118
2025 Q1	$432K	Sell	4,487 -58	-1%	-$5.88K	0.16%	114
2024 Q4	$429K	Hold	4,545	–	–	0.15%	122
2024 Q3	$352K	Hold	4,545	–	–	0.14%	119
2024 Q2	$274K	Hold	4,545	–	–	0.12%	126
2024 Q1	$310K	Buy	4,545 +105	+2%	+$6.99K	0.15%	117
2023 Q4	$260K	Sell	4,440 -125	-3%	-$6.91K	0.14%	123
2023 Q3	$268K	Buy	+4,565	New	+$302K	0.15%	121
2023 Q2	–	Sell	-5,090	Closed	-$338K	–	105
2023 Q1	$338K	Buy	5,090 +40	+0.8%	+$2.27K	0.2%	110
2022 Q4	$247K	Hold	5,050	–	–	0.17%	114
2022 Q3	$248K	Buy	5,050 +4,018	+389%	+$218K	0.17%	115
2022 Q2	$270K	Sell	1,032 -4,128	-80%	-$245K	0.16%	116
2022 Q1	$353K	Sell	5,160 -125	-2%	-$7.77K	0.16%	112
2021 Q4	$380K	Buy	5,285 +25	+0.5%	+$1.65K	0.17%	115
2021 Q3	$307K	Sell	5,260 -440	-8%	-$25.5K	0.11%	153
2021 Q2	$272K	Sell	5,700 -2,775	-33%	-$118K	0.1%	163
2021 Q1	$313K	Buy	8,475 +130	+2%	+$4.25K	0.12%	138
2020 Q4	$248K	Buy	8,345 +8,200	+5,655%	+$207K	0.1%	152
2020 Q3	$3K	Buy	+145	New	+$3.75K	﹤0.01%	420

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

Capital Advisory Group Advisory Services's FTNT Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 2,978 shares — an estimated $236K sold.

Capital Advisory Group Advisory Services first reported a position in FTNT in Q3 2020 and held it in 21 quarters. The position peaked at $461K in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,978 Fortinet shares in Q1 2026, an estimated $236K.
Capital Advisory Group Advisory Services first reported a position in Fortinet in Q3 2020 and held it in 21 quarters.
Capital Advisory Group Advisory Services's Fortinet position peaked at $461K in Q2 2025.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.