CPG
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Cornerstone Planning Group’s Fortinet FTNT Stock Holding History

Cornerstone Planning Group’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 		$39.5K Buy
255
+20
+9% +$2.31K 0.01% 464
2026
Q1 		$21.1K Buy
235
+53
+29% +$4.28K ﹤0.01% 652
2025
Q4 		$14.9K Sell
182
-59
-24% -$4.89K ﹤0.01% 675
2025
Q3 		$20.3K Buy
241
+91
+61% +$8.12K ﹤0.01% 578
2025
Q2 		$14.4K Buy
150
+17
+13% +$1.72K ﹤0.01% 481
2025
Q1 		$12.9K Buy
133
+94
+241% +$9.53K ﹤0.01% 503
2024
Q4 		$3.77K Buy
39
+6
+18% +$534 ﹤0.01% 640
2024
Q3 		$2.62K Buy
33
+15
+83% +$1.02K ﹤0.01% 715
2024
Q2 		$998 Buy
18
+17
+1,700% +$1.06K ﹤0.01% 937
2024
Q1 		$59 Hold
1
– – ﹤0.01% 1059
2023
Q4 		$59 Hold
1
– – ﹤0.01% 921
2023
Q3 		$59 Buy
+1
New +$66 ﹤0.01% 1131

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's FTNT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Fortinet (FTNT) stake by 8.5% in Q2 2026, buying an estimated $2.31K and bringing the position to 255 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #464.

Cornerstone Planning Group first reported a position in FTNT in Q3 2023 and has held it in 12 quarters since. 1,001 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Cornerstone Planning Group held 255 shares of Fortinet worth $39.5K as of Q2 2026.
  • Cornerstone Planning Group bought 20 Fortinet shares in Q2 2026, an estimated $2.31K.
  • Fortinet made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #464 holding.
  • Cornerstone Planning Group first reported a position in Fortinet in Q3 2023 and has held it in 12 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.