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Crewe Advisors’s Fortinet FTNT Stock Holding History

Crewe Advisors’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 		$233K Buy
1,519
+182
+14% +$21K 0.02% 217
2026
Q1 		$109K Sell
1,337
-19
-1% -$1.53K 0.01% 279
2025
Q4 		$108K Sell
1,356
-239
-15% -$19.8K 0.01% 276
2025
Q3 		$134K Sell
1,595
-106
-6% -$9.46K 0.01% 253
2025
Q2 		$180K Buy
1,701
+6
+0.4% +$605 0.03% 161
2025
Q1 		$163K Hold
1,695
– – 0.02% 157
2024
Q4 		$160K Sell
1,695
-263
-13% -$23.4K 0.02% 163
2024
Q3 		$152K Buy
1,958
+158
+9% +$10.8K 0.02% 179
2024
Q2 		$108K Buy
1,800
+195
+12% +$12.1K 0.01% 258
2024
Q1 		$110K Buy
+1,605
New +$107K 0.01% 258
2023
Q4 		– Sell
-2,162
Closed -$127K – 530
2023
Q3 		$127K Sell
2,162
-191
-8% -$12.6K 0.02% 90
2023
Q2 		$178K Buy
2,353
+253
+12% +$17.2K 0.03% 152
2023
Q1 		$140K Sell
2,100
-275
-12% -$15.6K 0.02% 194
2022
Q4 		$116K Sell
2,375
-357
-13% -$18.6K 0.02% 203
2022
Q3 		$134K Buy
2,732
+112
+4% +$6.07K 0.02% 192
2022
Q2 		$148K Buy
2,620
+745
+40% +$44.2K 0.03% 170
2022
Q1 		$128K Buy
1,875
+1,275
+213% +$79.3K 0.03% 153
2021
Q4 		$43K Buy
+600
New +$39.5K 0.01% 201

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

Crewe Advisors's FTNT Position: Q2 2026 in Review

Crewe Advisors increased its Fortinet (FTNT) stake by 14% in Q2 2026, buying an estimated $21K and bringing the position to 1,519 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #217.

Crewe Advisors first reported a position in FTNT in Q4 2021 and has held it in 18 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Crewe Advisors held 1,519 shares of Fortinet worth $233K as of Q2 2026.
  • Crewe Advisors bought 182 Fortinet shares in Q2 2026, an estimated $21K.
  • Fortinet made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #217 holding.
  • Crewe Advisors first reported a position in Fortinet in Q4 2021 and has held it in 18 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.