EP Wealth Advisors’s Fortinet FTNT Stock Holding History

EP Wealth Advisors’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	$3.51M	Buy	22,838 +5,023	+28%	+$580K	0.01%	448
2026 Q1	$1.46M	Sell	17,815 -670	-4%	-$54.1K	0.01%	555
2025 Q4	$1.47M	Buy	+18,485	New	+$1.53M	0.01%	518
2025 Q2	$1.73M	Buy	16,381 +1,207	+8%	+$122K	0.01%	446
2025 Q1	$1.46M	Sell	15,174 -642	-4%	-$65.1K	0.01%	417
2024 Q4	$1.49M	Sell	15,816 -2,938	-16%	-$261K	0.01%	413
2024 Q3	$1.45M	Buy	+18,754	New	+$1.28M	0.01%	417
2024 Q1	–	Sell	-4,219	Closed	-$247K	–	848
2023 Q4	$247K	Buy	+4,219	New	+$233K	﹤0.01%	671
2023 Q3	–	Sell	-20,460	Closed	-$201K	–	762
2023 Q2	$201K	Buy	+20,460	New	+$1.39M	﹤0.01%	658

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

EP Wealth Advisors's FTNT Position: Q2 2026 in Review

EP Wealth Advisors increased its Fortinet (FTNT) stake by 28% in Q2 2026, buying an estimated $580K and bringing the position to 22,838 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #448.

EP Wealth Advisors first reported a position in FTNT in Q2 2023 and has held it in 9 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

EP Wealth Advisors held 22,838 shares of Fortinet worth $3.51M as of Q2 2026.
EP Wealth Advisors bought 5,023 Fortinet shares in Q2 2026, an estimated $580K.
Fortinet made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #448 holding.
EP Wealth Advisors first reported a position in Fortinet in Q2 2023 and has held it in 9 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.