EFS
FTNT icon

Essex Financial Services’s Fortinet FTNT Stock Holding History

Essex Financial Services’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 		$470K Sell
3,058
-830
-21% -$95.9K 0.02% 497
2026
Q1 		$318K Buy
3,888
+1,052
+37% +$85K 0.02% 594
2025
Q4 		$225K Buy
+2,836
New +$235K 0.01% 711
2025
Q3 		– Sell
-2,894
Closed -$306K – 757
2025
Q2 		$306K Buy
2,894
+131
+5% +$13.2K 0.02% 542
2025
Q1 		$266K Buy
2,763
+276
+11% +$28K 0.02% 526
2024
Q4 		$235K Buy
+2,487
New +$221K 0.02% 558

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's FTNT Position: Q2 2026 in Review

Essex Financial Services reduced its Fortinet (FTNT) stake by 21% in Q2 2026, selling an estimated $95.9K and leaving 3,058 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #497.

Essex Financial Services first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Essex Financial Services held 3,058 shares of Fortinet worth $470K as of Q2 2026.
  • Essex Financial Services sold 830 Fortinet shares in Q2 2026, an estimated $95.9K.
  • Fortinet made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #497 holding.
  • Essex Financial Services first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.