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 Q3	$7.69K	Hold	43	–	–	﹤0.01%	582
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Concord Wealth Partners's FTNT Position: Q3 2026 in Review

Concord Wealth Partners held its Fortinet (FTNT) position steady in Q3 2026 at 43 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Concord Wealth Partners first reported a position in FTNT in Q1 2022 and has held it in 17 quarters since. The position peaked at $148K in Q3 2023. 1,255 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Concord Wealth Partners held 43 shares of Fortinet worth $7.69K as of Q3 2026.
Concord Wealth Partners left its Fortinet share count unchanged in Q3 2026.
Fortinet made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #582 holding.
Concord Wealth Partners first reported a position in Fortinet in Q1 2022 and has held it in 17 quarters since.
Concord Wealth Partners's Fortinet position peaked at $148K in Q3 2023.
1,255 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.