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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's FTNT Position: Q1 2026 in Review

Creative Planning increased its Fortinet (FTNT) stake by 3.4% in Q1 2026, buying an estimated $1.06M and bringing the position to 400,266 shares worth $32.7M. The position accounts for 0.02% of the portfolio, ranked #293.

Creative Planning first reported a position in FTNT in Q4 2013 and has held it in 47 quarters since. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Creative Planning held 400,266 shares of Fortinet worth $32.7M as of Q1 2026.
Creative Planning bought 13,163 Fortinet shares in Q1 2026, an estimated $1.06M.
Fortinet made up 0.02% of Creative Planning's portfolio in Q1 2026, its #293 holding.
Creative Planning first reported a position in Fortinet in Q4 2013 and has held it in 47 quarters since.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.