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Clearstead Advisors’s Fortinet FTNT Stock Holding History

Clearstead Advisors’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 		$2.73M Sell
17,768
-4,630
-21% -$535K 0.03% 335
2026
Q1 		$1.83M Buy
22,398
+11,601
+107% +$937K 0.02% 383
2025
Q4 		$857K Buy
10,797
+5,159
+92% +$428K 0.01% 515
2025
Q3 		$474K Sell
5,638
-3,868
-41% -$345K 0.01% 650
2025
Q2 		$1M Buy
9,506
+2,432
+34% +$245K 0.01% 443
2025
Q1 		$681K Buy
7,074
+2,594
+58% +$263K 0.01% 500
2024
Q4 		$423K Buy
4,480
+615
+16% +$54.7K 0.01% 622
2024
Q3 		$300K Buy
3,865
+2,062
+114% +$141K ﹤0.01% 725
2024
Q2 		$109K Buy
1,803
+45
+3% +$2.8K ﹤0.01% 979
2024
Q1 		$105K Buy
1,758
+490
+39% +$32.6K 0.01% 600
2023
Q4 		$74.2K Sell
1,268
-1,216
-49% -$67.2K ﹤0.01% 655
2023
Q3 		$146K Sell
2,484
-393
-14% -$26K ﹤0.01% 644
2023
Q2 		$217K Buy
2,877
+2,623
+1,033% +$178K 0.01% 420
2023
Q1 		$16.9K Sell
254
-4
-2% -$227 ﹤0.01% 875
2022
Q4 		$12.6K Buy
258
+53
+26% +$2.76K ﹤0.01% 877
2022
Q3 		$10K Hold
205
– – ﹤0.01% 889
2022
Q2 		$12K Hold
205
– – ﹤0.01% 896
2022
Q1 		$14K Hold
205
– – ﹤0.01% 926
2021
Q4 		$15K Hold
205
– – ﹤0.01% 875
2021
Q3 		$12K Hold
205
– – ﹤0.01% 919
2021
Q2 		$10K Sell
205
-140
-41% -$5.98K ﹤0.01% 797
2021
Q1 		$13K Buy
345
+195
+130% +$6.38K ﹤0.01% 745
2020
Q4 		$4K Hold
150
– – ﹤0.01% 824
2020
Q3 		$4K Buy
+150
New +$3.87K ﹤0.01% 757

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

Clearstead Advisors's FTNT Position: Q2 2026 in Review

Clearstead Advisors reduced its Fortinet (FTNT) stake by 21% in Q2 2026, selling an estimated $535K and leaving 17,768 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #335.

Clearstead Advisors first reported a position in FTNT in Q3 2020 and has held it in 24 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Clearstead Advisors held 17,768 shares of Fortinet worth $2.73M as of Q2 2026.
  • Clearstead Advisors sold 4,630 Fortinet shares in Q2 2026, an estimated $535K.
  • Fortinet made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #335 holding.
  • Clearstead Advisors first reported a position in Fortinet in Q3 2020 and has held it in 24 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.