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Elevated Private Wealth’s Fortinet FTNT Stock Holding History

Elevated Private Wealth’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 		$711K Buy
+4,631
New +$535K 0.67% 54
2025
Q4 		$366K Buy
+4,606
New +$382K 0.38% 65

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

Elevated Private Wealth's FTNT Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Fortinet (FTNT) in Q2 2026: 4,631 shares worth $711K. The stake represents 0.67% of the portfolio and ranks #54 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in FTNT as recently as Q4 2025.

Elevated Private Wealth first reported a position in FTNT in Q4 2025 and has held it in 2 quarters since. 1,573 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Elevated Private Wealth held 4,631 shares of Fortinet worth $711K as of Q2 2026.
  • Fortinet was a new Elevated Private Wealth position in Q2 2026.
  • Fortinet made up 0.67% of Elevated Private Wealth's portfolio in Q2 2026, its #54 holding.
  • Elevated Private Wealth first reported a position in Fortinet in Q4 2025 and has held it in 2 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.