Dynamic Wealth Strategies
FTNT icon

Dynamic Wealth Strategies’s Fortinet FTNT Stock Holding History

Dynamic Wealth Strategies’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
Q3 		$275K Buy
1,539
+71
+5% +$11.5K 0.15% 63
2026
Q2 		$226K Sell
1,468
-859
-37% -$99.3K 0.12% 74
2026
Q1 		$190K Sell
2,327
-728
-24% -$58.8K 0.11% 83
2025
Q4 		$243K Buy
3,055
+667
+28% +$55.3K 0.14% 69
2025
Q3 		$201K Buy
2,388
+512
+27% +$45.7K 0.13% 73
2025
Q2 		$198K Sell
1,876
-148
-7% -$14.9K 0.14% 67
2025
Q1 		$195K Buy
+2,024
New +$205K 0.16% 67
2024
Q4 		– Sell
-1,968
Closed -$153K – 128
2024
Q3 		$153K Sell
1,968
-54
-3% -$3.69K 0.12% 81
2024
Q2 		$122K Buy
2,022
+547
+37% +$34K 0.1% 89
2024
Q1 		$101K Buy
1,475
+85
+6% +$5.66K 0.09% 101
2023
Q4 		$81.4K Buy
+1,390
New +$76.8K 0.07% 105

Other funds holding FTNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dynamic Wealth Strategies's FTNT Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Fortinet (FTNT) stake by 4.8% in Q3 2026, buying an estimated $11.5K and bringing the position to 1,539 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #63.

Dynamic Wealth Strategies first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. 1,500 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Dynamic Wealth Strategies held 1,539 shares of Fortinet worth $275K as of Q3 2026.
  • Dynamic Wealth Strategies bought 71 Fortinet shares in Q3 2026, an estimated $11.5K.
  • Fortinet made up 0.15% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #63 holding.
  • Dynamic Wealth Strategies first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.