Carson Wealth (CWM LLC)
FTNT icon

Carson Wealth (CWM LLC)’s Fortinet FTNT Stock Holding History

Carson Wealth (CWM LLC)’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
2021
Q2 		$1K Hold
3,000
– – ﹤0.01% 2790
2021
Q1 		$1K Hold
3,000
– – ﹤0.01% 2790
2020
Q4 		$1K Hold
3,000
– – ﹤0.01% 2790
2020
Q3 		$1K Hold
3,000
– – ﹤0.01% 2789
2020
Q2 		$1K Hold
3,000
– – ﹤0.01% 2789
2020
Q1 		$1K Hold
3,000
– – ﹤0.01% 2788
2019
Q4 		$1K Hold
3,000
– – ﹤0.01% 2788
2019
Q3 		$1K Hold
3,000
– – ﹤0.01% 2788
2019
Q2 		$1K Hold
3,000
– – ﹤0.01% 2788
2019
Q1 		$1K Buy
+3,000
New +$47.8K ﹤0.01% 2787

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTNT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fortinet (FTNT) stake by 36% in Q1 2026, buying an estimated $4.19M and bringing the position to 197,125 shares worth $16.1M. The position accounts for 0.04% of the portfolio, ranked #400.

Carson Wealth (CWM LLC) first reported a position in FTNT in Q4 2016 and has held it in 37 quarters since. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 197,125 shares of Fortinet worth $16.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 51,884 Fortinet shares in Q1 2026, an estimated $4.19M.
  • Fortinet made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #400 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fortinet in Q4 2016 and has held it in 37 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.