Crestwood Advisors Group’s Fortinet FTNT Stock Holding History

Crestwood Advisors 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	$1.1M	Buy	7,160 +581	+9%	+$67.1K	0.02%	302
2026 Q1	$538K	Buy	6,579 +2,019	+44%	+$163K	0.01%	405
2025 Q4	$362K	Buy	+4,560	New	+$378K	0.01%	470
2025 Q3	–	Sell	-3,551	Closed	-$375K	–	579
2025 Q2	$375K	Sell	3,551 -99	-3%	-$9.99K	0.01%	396
2025 Q1	$351K	Buy	+3,650	New	+$370K	0.01%	393
2024 Q2	–	Sell	-3,068	Closed	-$210K	–	435
2024 Q1	$210K	Buy	+3,068	New	+$204K	﹤0.01%	404
2022 Q3	–	Sell	-3,910	Closed	-$221K	–	272
2022 Q2	$221K	Buy	3,910 +655	+20%	+$38.9K	0.01%	241
2022 Q1	$222K	Sell	3,255 -330	-9%	-$20.5K	0.01%	260
2021 Q4	$258K	Sell	3,585 -400	-10%	-$26.3K	0.01%	263
2021 Q3	$233K	Buy	+3,985	New	+$231K	0.01%	250

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's FTNT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Fortinet (FTNT) stake by 8.8% in Q2 2026, buying an estimated $67.1K and bringing the position to 7,160 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #302.

Crestwood Advisors Group first reported a position in FTNT in Q3 2021 and has held it in 10 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Crestwood Advisors Group held 7,160 shares of Fortinet worth $1.1M as of Q2 2026.
Crestwood Advisors Group bought 581 Fortinet shares in Q2 2026, an estimated $67.1K.
Fortinet made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #302 holding.
Crestwood Advisors Group first reported a position in Fortinet in Q3 2021 and has held it in 10 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.