Clearstead Trust’s Fortinet FTNT Stock Holding History

Clearstead Trust’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	$82.2K	Sell	535 -18	-3%	-$2.08K	0.01%	268
2026 Q1	$45.2K	Buy	553 +79	+17%	+$6.38K	0.01%	325
2025 Q4	$37.6K	Sell	474 -62	-12%	-$5.14K	0.01%	366
2025 Q3	$45.1K	Buy	536 +22	+4%	+$1.96K	0.01%	325
2025 Q2	$54.3K	Buy	514 +226	+78%	+$22.8K	0.01%	310
2025 Q1	$27.7K	Buy	+288	New	+$29.2K	0.01%	320
2024 Q2	–	Sell	-215	Closed	-$14.7K	–	436
2024 Q1	$14.7K	Sell	215 -30	-12%	-$2K	﹤0.01%	331
2023 Q4	$14.3K	Hold	245	–	–	﹤0.01%	321
2023 Q3	$14.4K	Buy	245 +60	+32%	+$3.97K	﹤0.01%	312
2023 Q2	$12.3K	Hold	185	–	–	﹤0.01%	304
2023 Q1	$12.3K	Hold	185	–	–	﹤0.01%	289
2022 Q4	$9K	Hold	185	–	–	﹤0.01%	312
2022 Q3	$9K	Hold	185	–	–	﹤0.01%	292
2022 Q2	$10K	Hold	185	–	–	0.01%	150
2022 Q1	$13K	Buy	+185	New	+$11.5K	0.01%	151
2020 Q1	–	Sell	-485	Closed	-$10K	–	181
2019 Q4	$10K	Buy	+485	New	+$9.13K	0.01%	156

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 $3.37T AUM 44.26% 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

Clearstead Trust's FTNT Position: Q2 2026 in Review

Clearstead Trust reduced its Fortinet (FTNT) stake by 3.3% in Q2 2026, selling an estimated $2.08K and leaving 535 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #268.

Clearstead Trust first reported a position in FTNT in Q4 2019 and has held it in 16 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Clearstead Trust held 535 shares of Fortinet worth $82.2K as of Q2 2026.
Clearstead Trust sold 18 Fortinet shares in Q2 2026, an estimated $2.08K.
Fortinet made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #268 holding.
Clearstead Trust first reported a position in Fortinet in Q4 2019 and has held it in 16 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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