CPC
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CFC Planning Company’s Fortinet FTNT Stock Holding History

CFC Planning Company’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 		$2.02M Sell
13,141
-80
-0.6% -$9.24K 1.18% 31
2026
Q1 		$1.08M Buy
13,221
+1,565
+13% +$126K 0.77% 36
2025
Q4 		$926K Buy
11,656
+4,737
+68% +$393K 0.7% 38
2025
Q3 		$582K Buy
6,919
+1,278
+23% +$114K 0.48% 44
2025
Q2 		$596K Sell
5,641
-170
-3% -$17.2K 0.56% 40
2025
Q1 		$559K Buy
+5,811
New +$589K 0.6% 39

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CFC Planning Company's FTNT Position: Q2 2026 in Review

CFC Planning Company reduced its Fortinet (FTNT) stake by 0.61% in Q2 2026, selling an estimated $9.24K and leaving 13,141 shares worth $2.02M. The position accounts for 1.18% of the portfolio, ranked #31.

CFC Planning Company first reported a position in FTNT in Q1 2025 and has held it in 6 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • CFC Planning Company held 13,141 shares of Fortinet worth $2.02M as of Q2 2026.
  • CFC Planning Company sold 80 Fortinet shares in Q2 2026, an estimated $9.24K.
  • Fortinet made up 1.18% of CFC Planning Company's portfolio in Q2 2026, its #31 holding.
  • CFC Planning Company first reported a position in Fortinet in Q1 2025 and has held it in 6 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.