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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
Q2 		$727K Buy
+4,735
New +$547K 0.02% 677
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 $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 $3.37T AUM 44.26% 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

CreativeOne Wealth's FTNT Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Fortinet (FTNT) in Q2 2026: 4,735 shares worth $727K. The stake represents 0.02% of the portfolio and ranks #677 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in FTNT as recently as Q4 2025.

CreativeOne Wealth first reported a position in FTNT in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q2 2023. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • CreativeOne Wealth held 4,735 shares of Fortinet worth $727K as of Q2 2026.
  • Fortinet was a new CreativeOne Wealth position in Q2 2026.
  • Fortinet made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #677 holding.
  • CreativeOne Wealth first reported a position in Fortinet in Q2 2021 and has held it in 18 quarters since.
  • CreativeOne Wealth's Fortinet position peaked at $2.12M in Q2 2023.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.