Cassaday & Co Wealth Management’s Fortinet FTNT Stock Holding History

Cassaday & Co Wealth Management’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	$810K	Hold	5,270	–	–	0.02%	176
2026 Q1	$431K	Sell	5,270 -1,995	-27%	-$161K	0.01%	236
2025 Q4	$577K	Hold	7,265	–	–	0.01%	202
2025 Q3	$611K	Hold	7,265	–	–	0.01%	194
2025 Q2	$768K	Hold	7,265	–	–	0.02%	158
2025 Q1	$699K	Sell	7,265 -35	-0.5%	-$3.55K	0.02%	160
2024 Q4	$690K	Buy	7,300 +3,978	+120%	+$354K	0.02%	166
2024 Q3	$258K	Buy	+3,322	New	+$227K	0.01%	267
2023 Q3	–	Sell	-5,700	Closed	-$431K	–	269
2023 Q2	$431K	Sell	5,700 -500	-8%	-$34K	0.02%	165
2023 Q1	$412K	Buy	+6,200	New	+$352K	0.02%	171

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

Cassaday & Co Wealth Management's FTNT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fortinet (FTNT) position steady in Q2 2026 at 5,270 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #176.

Cassaday & Co Wealth Management first reported a position in FTNT in Q1 2023 and has held it in 10 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Cassaday & Co Wealth Management held 5,270 shares of Fortinet worth $810K as of Q2 2026.
Cassaday & Co Wealth Management left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #176 holding.
Cassaday & Co Wealth Management first reported a position in Fortinet in Q1 2023 and has held it in 10 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.