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Evelyn Partners Investment Management’s Fortinet FTNT Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$8.42K Hold
103
– – ﹤0.01% 360
2025
Q4 		$8.18K Hold
103
– – ﹤0.01% 367
2025
Q3 		$8.66K Buy
+103
New +$9.19K ﹤0.01% 357

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Geode Capital Management
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Bank of New York Mellon
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
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Goldman Sachs
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Evelyn Partners Investment Management's FTNT Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Fortinet (FTNT) position steady in Q1 2026 at 103 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Evelyn Partners Investment Management first reported a position in FTNT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.66K in Q3 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Evelyn Partners Investment Management held 103 shares of Fortinet worth $8.42K as of Q1 2026.
  • Evelyn Partners Investment Management left its Fortinet share count unchanged in Q1 2026.
  • Fortinet made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #360 holding.
  • Evelyn Partners Investment Management first reported a position in Fortinet in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Investment Management's Fortinet position peaked at $8.66K in Q3 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.