COMPASS FINANCIAL MANAGEMENT LLC’s Fortinet FTNT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$504K	Buy	+3,087	New	+$357K	0.06%	274

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FTNT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Fortinet (FTNT) in Q2 2026: 3,087 shares worth $504K. The stake represents 0.06% of the portfolio and ranks #274 among its holdings.

1,176 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,087 shares of Fortinet worth $504K as of Q2 2026.
Fortinet was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Fortinet made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #274 holding.
1,176 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.