Castleview Partners’s Fortinet FTNT Stock Holding History

Castleview Partners’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	$219K	Buy	+1,425	New	+$165K	0.1%	202
2025 Q1	–	Sell	-185	Closed	-$17.5K	–	317
2024 Q4	$17.5K	Buy	+185	New	+$16.5K	0.01%	487
2024 Q3	–	Sell	-223	Closed	-$13.4K	–	678
2024 Q2	$13.4K	Buy	223 +38	+21%	+$2.36K	0.01%	481
2024 Q1	$12.6K	Hold	185	–	–	0.01%	521
2023 Q4	$10.8K	Buy	185 +5	+3%	+$276	0.01%	507
2023 Q3	$10.6K	Hold	180	–	–	0.01%	420
2023 Q2	$13.6K	Hold	180	–	–	0.01%	399
2023 Q1	$12K	Buy	+180	New	+$10.2K	0.01%	406
2022 Q4	–	Sell	-180	Closed	-$9K	–	676
2022 Q3	$9K	Sell	180 -320	-64%	-$17.3K	0.01%	393
2022 Q2	$16.1K	Buy	500 +320	+178%	+$19K	0.01%	409
2022 Q1	$12K	Buy	+180	New	+$11.2K	0.01%	481

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

Castleview Partners's FTNT Position: Q2 2026 in Review

Castleview Partners opened a new position in Fortinet (FTNT) in Q2 2026: 1,425 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #202 among its holdings. This is a return to the name: Castleview Partners previously reported a position in FTNT as recently as Q4 2024.

Castleview Partners first reported a position in FTNT in Q1 2022 and has held it in 11 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Castleview Partners held 1,425 shares of Fortinet worth $219K as of Q2 2026.
Fortinet was a new Castleview Partners position in Q2 2026.
Fortinet made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #202 holding.
Castleview Partners first reported a position in Fortinet in Q1 2022 and has held it in 11 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.