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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concord Wealth Partners's FTNT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 43 shares — an estimated $3.42K sold.

Concord Wealth Partners first reported a position in FTNT in Q1 2022 and held it in 15 quarters. The position peaked at $148K in Q3 2023. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 43 Fortinet shares in Q1 2026, an estimated $3.42K.
  • Concord Wealth Partners first reported a position in Fortinet in Q1 2022 and held it in 15 quarters.
  • Concord Wealth Partners's Fortinet position peaked at $148K in Q3 2023.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.