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Evergreen Private Wealth’s Fortinet FTNT Stock Holding History

Evergreen Private Wealth’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 		$6.69M Sell
43,571
-1,744
-4% -$202K 2.48% 14
2026
Q1 		$3.7M Buy
45,315
+1,612
+4% +$130K 1.5% 32
2025
Q4 		$3.47M Buy
43,703
+18,291
+72% +$1.52M 1.37% 37
2025
Q3 		$2.14M Buy
25,412
+706
+3% +$63K 0.87% 40
2025
Q2 		$2.61M Buy
24,706
+3,799
+18% +$383K 1.09% 39
2025
Q1 		$2.01M Buy
20,907
+2,698
+15% +$274K 0.94% 41
2024
Q4 		$1.72M Buy
18,209
+17,072
+1,501% +$1.52M 0.81% 41
2024
Q3 		$88.2K Buy
1,137
+13
+1% +$888 0.04% 103
2024
Q2 		$67.7K Buy
1,124
+2
+0.2% +$124 0.03% 108
2024
Q1 		$76.6K Buy
1,122
+89
+9% +$5.92K 0.04% 106
2023
Q4 		$60.5K Buy
+1,033
New +$57.1K 0.03% 105

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

Evergreen Private Wealth's FTNT Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Fortinet (FTNT) stake by 3.8% in Q2 2026, selling an estimated $202K and leaving 43,571 shares worth $6.69M. The position accounts for 2.48% of the portfolio, ranked #14.

Evergreen Private Wealth first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. 1,574 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Evergreen Private Wealth held 43,571 shares of Fortinet worth $6.69M as of Q2 2026.
  • Evergreen Private Wealth sold 1,744 Fortinet shares in Q2 2026, an estimated $202K.
  • Fortinet made up 2.48% of Evergreen Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Evergreen Private Wealth first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.