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Elevation Wealth Partners’s Fortinet FTNT Stock Holding History

Elevation Wealth Partners’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 		$33K Buy
215
+75
+54% +$8.67K 0.01% 423
2026
Q1 		$11.4K Sell
140
-211
-60% -$17K ﹤0.01% 488
2025
Q4 		$27.9K Buy
351
+55
+19% +$4.56K 0.01% 313
2025
Q3 		$24.9K Buy
296
+71
+32% +$6.34K 0.01% 312
2025
Q2 		$23.8K Hold
225
– – 0.01% 306
2025
Q1 		$21.7K Hold
225
– – 0.01% 306
2024
Q4 		$21.3K Hold
225
– – 0.01% 305
2024
Q3 		$17.4K Hold
225
– – 0.01% 309
2024
Q2 		$13.6K Hold
225
– – 0.01% 321
2024
Q1 		$15.4K Hold
225
– – 0.01% 315
2023
Q4 		$13.2K Buy
+225
New +$12.4K 0.01% 310

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

Elevation Wealth Partners's FTNT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Fortinet (FTNT) stake by 54% in Q2 2026, buying an estimated $8.67K and bringing the position to 215 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #423.

Elevation Wealth Partners first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Elevation Wealth Partners held 215 shares of Fortinet worth $33K as of Q2 2026.
  • Elevation Wealth Partners bought 75 Fortinet shares in Q2 2026, an estimated $8.67K.
  • Fortinet made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #423 holding.
  • Elevation Wealth Partners first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.