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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
2026
Q2 		$768K Buy
+5,000
New +$578K 0.01% 1156
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concurrent Investment Advisors's FTNT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fortinet (FTNT) stake by 23% in Q2 2026, buying an estimated $462K and bringing the position to 21,315 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #559.

Concurrent Investment Advisors first reported a position in FTNT in Q1 2024 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Concurrent Investment Advisors held 21,315 shares of Fortinet worth $3.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,995 Fortinet shares in Q2 2026, an estimated $462K.
  • Fortinet made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #559 holding.
  • Concurrent Investment Advisors first reported a position in Fortinet in Q1 2024 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.