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Everhart Financial Group’s Fortinet FTNT Stock Holding History

Everhart Financial Group’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 		$1.03M Sell
6,719
-527
-7% -$60.9K 0.07% 162
2026
Q1 		$592K Buy
7,246
+1,542
+27% +$125K 0.05% 241
2025
Q4 		$453K Sell
5,704
-364
-6% -$30.2K 0.04% 274
2025
Q3 		$510K Buy
6,068
+302
+5% +$26.9K 0.05% 246
2025
Q2 		$610K Buy
5,766
+601
+12% +$60.6K 0.07% 202
2025
Q1 		$497K Buy
5,165
+739
+17% +$74.9K 0.07% 207
2024
Q4 		$418K Buy
4,426
+303
+7% +$26.9K 0.09% 212
2024
Q3 		$320K Buy
+4,123
New +$282K 0.07% 253

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everhart Financial Group's FTNT Position: Q2 2026 in Review

Everhart Financial Group reduced its Fortinet (FTNT) stake by 7.3% in Q2 2026, selling an estimated $60.9K and leaving 6,719 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #162.

Everhart Financial Group first reported a position in FTNT in Q3 2024 and has held it in 8 quarters since. 308 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Everhart Financial Group held 6,719 shares of Fortinet worth $1.03M as of Q2 2026.
  • Everhart Financial Group sold 527 Fortinet shares in Q2 2026, an estimated $60.9K.
  • Fortinet made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #162 holding.
  • Everhart Financial Group first reported a position in Fortinet in Q3 2024 and has held it in 8 quarters since.
  • 308 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.