Capital Planning Advisors’s Fortinet FTNT Stock Holding History

Capital Planning 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 Q1	$1.74M	Buy	21,314 +3,250	+18%	+$262K	0.25%	59
2025 Q4	$1.43M	Buy	18,064 +1,810	+11%	+$150K	0.19%	75
2025 Q3	$1.37M	Buy	+16,254	New	+$1.45M	0.19%	75

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 Planning Advisors's FTNT Position: Q1 2026 in Review

Capital Planning Advisors increased its Fortinet (FTNT) stake by 18% in Q1 2026, buying an estimated $262K and bringing the position to 21,314 shares worth $1.74M. The position accounts for 0.25% of the portfolio, ranked #59.

Capital Planning Advisors first reported a position in FTNT in Q3 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Capital Planning Advisors held 21,314 shares of Fortinet worth $1.74M as of Q1 2026.
Capital Planning Advisors bought 3,250 Fortinet shares in Q1 2026, an estimated $262K.
Fortinet made up 0.25% of Capital Planning Advisors's portfolio in Q1 2026, its #59 holding.
Capital Planning Advisors first reported a position in Fortinet in Q3 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.