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
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 $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

CFC Planning Company's FTNT Position: Q1 2026 in Review

CFC Planning Company increased its Fortinet (FTNT) stake by 13% in Q1 2026, buying an estimated $126K and bringing the position to 13,221 shares worth $1.08M. The position accounts for 0.77% of the portfolio, ranked #36.

CFC Planning Company first reported a position in FTNT in Q1 2025 and has held it in 5 quarters since. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • CFC Planning Company held 13,221 shares of Fortinet worth $1.08M as of Q1 2026.
  • CFC Planning Company bought 1,565 Fortinet shares in Q1 2026, an estimated $126K.
  • Fortinet made up 0.77% of CFC Planning Company's portfolio in Q1 2026, its #36 holding.
  • CFC Planning Company first reported a position in Fortinet in Q1 2025 and has held it in 5 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.