Concord Wealth Partners’s Fortinet FTNT Stock Holding History

Concord 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	$6.61K	Buy	+43	New	+$4.97K	﹤0.01%	620
2026 Q1	–	Sell	-43	Closed	-$3.42K	–	413
2025 Q4	$3.42K	Hold	43	–	–	﹤0.01%	661
2025 Q3	$3.62K	Sell	43 -1,000	-96%	-$89.2K	﹤0.01%	665
2025 Q2	$110K	Buy	1,043 +1,000	+2,326%	+$101K	0.02%	258
2025 Q1	$4.14K	Hold	43	–	–	﹤0.01%	610
2024 Q4	$4.06K	Sell	43 -1,000	-96%	-$88.9K	﹤0.01%	630
2024 Q3	$80.9K	Buy	1,043 +985	+1,698%	+$67.3K	0.01%	276
2024 Q2	$3.5K	Sell	58 -1,000	-95%	-$62.2K	﹤0.01%	615
2024 Q1	$72.3K	Sell	1,058 -1,254	-54%	-$83.5K	0.01%	306
2023 Q4	$135K	Sell	2,312 -213	-8%	-$11.8K	0.03%	248
2023 Q3	$148K	Buy	2,525 +1,434	+131%	+$94.9K	0.03%	226
2023 Q2	$82.5K	Buy	1,091 +50	+5%	+$3.4K	0.02%	296
2023 Q1	$69.2K	Sell	1,041 -836	-45%	-$47.5K	0.02%	304
2022 Q4	$91.8K	Buy	+1,877	New	+$97.8K	0.03%	273
2022 Q3	–	Sell	-2,566	Closed	-$145K	–	519
2022 Q2	$145K	Buy	2,566 +1,566	+157%	+$93K	0.04%	206
2022 Q1	$68K	Buy	+1,000	New	+$62.2K	0.02%	374

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

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

Concord Wealth Partners opened a new position in Fortinet (FTNT) in Q2 2026: 43 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FTNT as recently as Q4 2025.

Concord Wealth Partners first reported a position in FTNT in Q1 2022 and has held it in 16 quarters since. The position peaked at $148K in Q3 2023. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Concord Wealth Partners held 43 shares of Fortinet worth $6.61K as of Q2 2026.
Fortinet was a new Concord Wealth Partners position in Q2 2026.
Fortinet made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #620 holding.
Concord Wealth Partners first reported a position in Fortinet in Q1 2022 and has held it in 16 quarters since.
Concord Wealth Partners's Fortinet position peaked at $148K in Q3 2023.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.