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Dogwood Wealth Management’s Fortinet FTNT Stock Holding History

Dogwood Wealth Management’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 		$8.91K Sell
58
-61
-51% -$7.05K ﹤0.01% 409
2026
Q1 		$9.72K Buy
119
+68
+133% +$5.49K ﹤0.01% 353
2025
Q4 		$4.05K Buy
+51
New +$4.23K ﹤0.01% 458
2025
Q3 		– Sell
-54
Closed -$5.81K – 767
2025
Q2 		$5.81K Buy
54
+23
+74% +$2.32K ﹤0.01% 396
2025
Q1 		$2.98K Buy
+31
New +$3.14K ﹤0.01% 292
2024
Q3 		– Hold
0
– – – 286
2024
Q2 		– Hold
0
– – – 356
2024
Q1 		– Hold
0
– – – 349
2023
Q4 		– Hold
0
– – – 334

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's FTNT Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Fortinet (FTNT) stake by 51% in Q2 2026, selling an estimated $7.05K and leaving 58 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Dogwood Wealth Management first reported a position in FTNT in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.72K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Dogwood Wealth Management held 58 shares of Fortinet worth $8.91K as of Q2 2026.
  • Dogwood Wealth Management sold 61 Fortinet shares in Q2 2026, an estimated $7.05K.
  • Fortinet made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Dogwood Wealth Management first reported a position in Fortinet in Q1 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Fortinet position peaked at $9.72K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.