Capital Performance Advisors’s Fortinet FTNT Stock Holding History

Capital Performance Advisors’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	–	Sell	-5,936	Closed	-$485K	–	385
2026 Q1	$485K	Buy	5,936 +1,751	+42%	+$141K	0.03%	226
2025 Q4	$332K	Buy	4,185 +1,221	+41%	+$101K	0.02%	292
2025 Q3	$249K	Sell	2,964 -2,670	-47%	-$238K	0.04%	264
2025 Q2	$596K	Sell	5,634 -284	-5%	-$28.7K	0.12%	95
2025 Q1	$570K	Buy	5,918 +734	+14%	+$74.4K	0.13%	88
2024 Q4	$490K	Buy	5,184 +1,669	+47%	+$148K	0.16%	57
2024 Q3	$273K	Buy	+3,515	New	+$240K	0.08%	86

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 Performance Advisors's FTNT Position: Q2 2026 in Review

Capital Performance Advisors sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 5,936 shares — an estimated $485K sold.

Capital Performance Advisors first reported a position in FTNT in Q3 2024 and held it in 7 quarters. The position peaked at $596K in Q2 2025. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Capital Performance Advisors reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 5,936 Fortinet shares in Q2 2026, an estimated $485K.
Capital Performance Advisors first reported a position in Fortinet in Q3 2024 and held it in 7 quarters.
Capital Performance Advisors's Fortinet position peaked at $596K in Q2 2025.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.