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Concurrent Investment Advisors’s Fortinet FTNT Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-100
Closed -$7.75K – 1159
2024
Q3 		$7.75K Hold
100
– – ﹤0.01% 1077
2024
Q2 		$6.03K Hold
100
– – ﹤0.01% 981
2024
Q1 		$6.83K Buy
+100
New +$6.66K ﹤0.01% 913

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

Concurrent Investment Advisors's FTNT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Fortinet (FTNT) stake by 24% in Q1 2026, buying an estimated $270K and bringing the position to 17,320 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #732.

Concurrent Investment Advisors first reported a position in FTNT in Q1 2024 and has held it in 9 quarters since. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Concurrent Investment Advisors held 17,320 shares of Fortinet worth $1.42M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,337 Fortinet shares in Q1 2026, an estimated $270K.
  • Fortinet made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #732 holding.
  • Concurrent Investment Advisors first reported a position in Fortinet in Q1 2024 and has held it in 9 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.