CFM Wealth Partners’s Fortinet FTNT Stock Holding History

CFM Wealth 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	$323K	Buy	+2,100	New	+$243K	0.04%	123
2025 Q3	–	Sell	-2,100	Closed	-$222K	–	151
2025 Q2	$222K	Sell	2,100 -197	-9%	-$19.9K	0.04%	132
2025 Q1	$221K	Hold	2,297	–	–	0.04%	133
2024 Q4	$217K	Buy	+2,297	New	+$204K	0.04%	133
2024 Q2	–	Sell	-3,475	Closed	-$237K	–	151
2024 Q1	$237K	Hold	3,475	–	–	0.05%	143
2023 Q4	$203K	Hold	3,475	–	–	0.05%	159
2023 Q3	$204K	Buy	3,475 +582	+20%	+$38.5K	0.05%	139
2023 Q2	$219K	Buy	+2,893	New	+$197K	0.05%	157
2020 Q3	–	Sell	-2,680	Closed	-$73K	–	264
2020 Q2	$73K	Hold	2,680	–	–	0.03%	237
2020 Q1	$54K	Hold	2,680	–	–	0.03%	264
2019 Q4	$64K	Buy	+2,680	New	+$50.4K	0.02%	258

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 $3.38T AUM 44.17% 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

CFM Wealth Partners's FTNT Position: Q2 2026 in Review

CFM Wealth Partners opened a new position in Fortinet (FTNT) in Q2 2026: 2,100 shares worth $323K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in FTNT as recently as Q2 2025.

CFM Wealth Partners first reported a position in FTNT in Q4 2019 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

CFM Wealth Partners held 2,100 shares of Fortinet worth $323K as of Q2 2026.
Fortinet was a new CFM Wealth Partners position in Q2 2026.
Fortinet made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #123 holding.
CFM Wealth Partners first reported a position in Fortinet in Q4 2019 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.