Elevate Wealth Advisory’s Fortinet FTNT Stock Holding History

Elevate Wealth Advisory’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	$1.97M	Buy	12,799 +188	+1%	+$21.7K	1.12%	19
2026 Q1	$1.03M	Buy	+12,611	New	+$1.02M	0.65%	27
2025 Q4	–	Sell	-12,642	Closed	-$1.06M	–	125
2025 Q3	$1.06M	Sell	12,642 -46	-0.4%	-$4.11K	0.77%	25
2025 Q2	$1.34M	Sell	12,688 -22	-0.2%	-$2.22K	0.95%	26
2025 Q1	$1.22M	Buy	12,710 +5	+0%	+$507	0.87%	25
2024 Q4	$1.2M	Sell	12,705 -94	-0.7%	-$8.36K	0.9%	26
2024 Q3	$993K	Buy	12,799 +6	+0%	+$410	0.74%	29
2024 Q2	$771K	Buy	+12,793	New	+$795K	0.63%	31

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elevate Wealth Advisory's FTNT Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Fortinet (FTNT) stake by 1.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 12,799 shares worth $1.97M. The position accounts for 1.12% of the portfolio, ranked #19.

Elevate Wealth Advisory first reported a position in FTNT in Q2 2024 and has held it in 8 quarters since. 1,574 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Elevate Wealth Advisory held 12,799 shares of Fortinet worth $1.97M as of Q2 2026.
Elevate Wealth Advisory bought 188 Fortinet shares in Q2 2026, an estimated $21.7K.
Fortinet made up 1.12% of Elevate Wealth Advisory's portfolio in Q2 2026, its #19 holding.
Elevate Wealth Advisory first reported a position in Fortinet in Q2 2024 and has held it in 8 quarters since.
1,574 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.