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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dynamic Wealth Strategies's FTNT Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Fortinet (FTNT) stake by 24% in Q1 2026, selling an estimated $58.8K and leaving 2,327 shares worth $190K. The position accounts for 0.11% of the portfolio, ranked #83.

Dynamic Wealth Strategies first reported a position in FTNT in Q4 2023 and has held it in 9 quarters since. The position peaked at $243K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Dynamic Wealth Strategies held 2,327 shares of Fortinet worth $190K as of Q1 2026.
Dynamic Wealth Strategies sold 728 Fortinet shares in Q1 2026, an estimated $58.8K.
Fortinet made up 0.11% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #83 holding.
Dynamic Wealth Strategies first reported a position in Fortinet in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Fortinet position peaked at $243K in Q4 2025.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.