Creative Planning’s Fortinet FTNT Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-1,500	Closed	-$16K	–	2255
2021 Q1	$16K	Buy	+1,500	New	+$49.1K	﹤0.01%	2448

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning's FTNT Position: Q2 2026 in Review

Creative Planning increased its Fortinet (FTNT) stake by 9.2% in Q2 2026, buying an estimated $4.27M and bringing the position to 437,197 shares worth $67.2M. The position accounts for 0.04% of the portfolio, ranked #191.

Creative Planning first reported a position in FTNT in Q4 2013 and has held it in 48 quarters since. 1,587 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Creative Planning held 437,197 shares of Fortinet worth $67.2M as of Q2 2026.
Creative Planning bought 36,931 Fortinet shares in Q2 2026, an estimated $4.27M.
Fortinet made up 0.04% of Creative Planning's portfolio in Q2 2026, its #191 holding.
Creative Planning first reported a position in Fortinet in Q4 2013 and has held it in 48 quarters since.
1,587 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.