CFO
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CVA Family Office’s Fortinet FTNT Stock Holding History

CVA Family Office’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 		$261K Sell
1,700
-413
-20% -$47.7K 0.02% 295
2026
Q1 		$173K Buy
2,113
+1,259
+147% +$102K 0.02% 353
2025
Q4 		$67.8K Sell
854
-56
-6% -$4.64K 0.01% 503
2025
Q3 		$76.5K Sell
910
-291
-24% -$26K 0.01% 469
2025
Q2 		$127K Buy
1,201
+130
+12% +$13.1K 0.02% 367
2025
Q1 		$103K Buy
1,071
+151
+16% +$15.3K 0.02% 386
2024
Q4 		$86.9K Buy
920
+176
+24% +$15.7K 0.01% 414
2024
Q3 		$57.7K Sell
744
-182
-20% -$12.4K 0.01% 481
2024
Q2 		$55.8K Buy
926
+159
+21% +$9.89K 0.01% 473
2024
Q1 		$52.4K Sell
767
-23
-3% -$1.53K 0.01% 486
2023
Q4 		$46.2K Buy
+790
New +$43.7K 0.01% 498
2023
Q3 		– Sell
-762
Closed -$57.6K – 511
2023
Q2 		$57.6K Sell
762
-7
-0.9% -$476 0.01% 415
2023
Q1 		$51.1K Buy
+769
New +$43.7K 0.01% 435
2022
Q4 		– Sell
-675
Closed -$33K – 971
2022
Q3 		$33K Sell
675
-50
-7% -$2.71K 0.01% 449
2022
Q2 		$41K Buy
725
+125
+21% +$7.42K 0.01% 408
2022
Q1 		$41K Buy
600
+50
+9% +$3.11K 0.01% 437
2021
Q4 		$40K Buy
+550
New +$36.2K 0.01% 402
2021
Q3 		– Sell
-550
Closed -$26K – 547
2021
Q2 		$26K Buy
550
+75
+16% +$3.2K 0.01% 473
2021
Q1 		$18K Buy
+475
New +$15.5K 0.01% 431

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

CVA Family Office's FTNT Position: Q2 2026 in Review

CVA Family Office reduced its Fortinet (FTNT) stake by 20% in Q2 2026, selling an estimated $47.7K and leaving 1,700 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #295.

CVA Family Office first reported a position in FTNT in Q1 2021 and has held it in 19 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • CVA Family Office held 1,700 shares of Fortinet worth $261K as of Q2 2026.
  • CVA Family Office sold 413 Fortinet shares in Q2 2026, an estimated $47.7K.
  • Fortinet made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #295 holding.
  • CVA Family Office first reported a position in Fortinet in Q1 2021 and has held it in 19 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.