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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
Q3 		$62.4K Buy
349
+134
+62% +$21.7K 0.02% 321
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's FTNT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Fortinet (FTNT) stake by 62% in Q3 2026, buying an estimated $21.7K and bringing the position to 349 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #321.

Elevation Wealth Partners first reported a position in FTNT in Q4 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Elevation Wealth Partners held 349 shares of Fortinet worth $62.4K as of Q3 2026.
  • Elevation Wealth Partners bought 134 Fortinet shares in Q3 2026, an estimated $21.7K.
  • Fortinet made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #321 holding.
  • Elevation Wealth Partners first reported a position in Fortinet in Q4 2023 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.