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CreativeOne Wealth’s Fortinet FTNT Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-3,565
Closed -$283K – 1213
2025
Q4 		$283K Sell
3,565
-3,744
-51% -$311K 0.01% 974
2025
Q3 		$615K Sell
7,309
-12,611
-63% -$1.13M 0.02% 706
2025
Q2 		$2.11M Buy
19,920
+663
+3% +$66.9K 0.06% 334
2025
Q1 		$1.85M Buy
19,257
+4,709
+32% +$477K 0.06% 321
2024
Q4 		$1.37M Buy
14,548
+2,260
+18% +$201K 0.04% 377
2024
Q3 		$953K Buy
+12,288
New +$839K 0.03% 447
2024
Q2 		– Sell
-10,716
Closed -$732K – 820
2024
Q1 		$732K Buy
+10,716
New +$713K 0.03% 458
2023
Q4 		– Sell
-7,548
Closed -$443K – 636
2023
Q3 		$443K Sell
7,548
-20,435
-73% -$1.35M 0.03% 355
2023
Q2 		$2.12M Buy
27,983
+17,142
+158% +$1.17M 0.1% 197
2023
Q1 		$720K Buy
10,841
+1,371
+14% +$77.9K 0.04% 380
2022
Q4 		$463K Sell
9,470
-793
-8% -$41.3K 0.03% 457
2022
Q3 		$504K Buy
10,263
+179
+2% +$9.7K 0.03% 403
2022
Q2 		$571K Sell
10,084
-1,866
-16% -$111K 0.03% 374
2022
Q1 		$817K Sell
11,950
-1,545
-11% -$96.1K 0.04% 320
2021
Q4 		$970K Buy
13,495
+3,595
+36% +$237K 0.05% 291
2021
Q3 		$578K Buy
9,900
+2,195
+28% +$127K 0.03% 373
2021
Q2 		$367K Buy
+7,705
New +$329K 0.02% 472

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

CreativeOne Wealth's FTNT Position: Q1 2026 in Review

CreativeOne Wealth sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 3,565 shares — an estimated $283K sold.

CreativeOne Wealth first reported a position in FTNT in Q2 2021 and held it in 17 quarters. The position peaked at $2.12M in Q2 2023. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • CreativeOne Wealth reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,565 Fortinet shares in Q1 2026, an estimated $283K.
  • CreativeOne Wealth first reported a position in Fortinet in Q2 2021 and held it in 17 quarters.
  • CreativeOne Wealth's Fortinet position peaked at $2.12M in Q2 2023.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.