CTWM
FTNT icon

Cherry Tree Wealth Management’s Fortinet FTNT Stock Holding History

Cherry Tree 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
Q1 		$409 Hold
5
– – ﹤0.01% 566
2025
Q4 		$398 Hold
5
– – ﹤0.01% 571
2025
Q3 		$421 Hold
5
– – ﹤0.01% 570
2025
Q2 		$529 Hold
5
– – ﹤0.01% 582
2025
Q1 		$482 Hold
5
– – ﹤0.01% 725
2024
Q4 		$473 Hold
5
– – ﹤0.01% 613
2024
Q3 		$388 Hold
5
– – ﹤0.01% 598
2024
Q2 		$302 Hold
5
– – ﹤0.01% 585
2024
Q1 		$342 Hold
5
– – ﹤0.01% 580
2023
Q4 		$293 Hold
5
– – ﹤0.01% 581
2023
Q3 		$294 Hold
5
– – ﹤0.01% 574
2023
Q2 		$378 Buy
+5
New +$340 ﹤0.01% 573

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's FTNT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Fortinet (FTNT) position steady in Q1 2026 at 5 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Cherry Tree Wealth Management first reported a position in FTNT in Q2 2023 and has held it in 12 quarters since. The position peaked at $529 in Q2 2025. 1,324 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Cherry Tree Wealth Management held 5 shares of Fortinet worth $409 as of Q1 2026.
  • Cherry Tree Wealth Management left its Fortinet share count unchanged in Q1 2026.
  • Fortinet made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #566 holding.
  • Cherry Tree Wealth Management first reported a position in Fortinet in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Fortinet position peaked at $529 in Q2 2025.
  • 1,324 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.