Evermay Wealth Management
FTNT icon

Evermay Wealth Management’s Fortinet FTNT Stock Holding History

Evermay Wealth 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
Q3 		$179K Buy
1,002
+487
+95% +$79K 0.02% 220
2026
Q2 		$79.1K Buy
+515
New +$59.5K 0.01% 299
2024
Q1 		– Sell
-6
Closed -$352 – 659
2023
Q4 		$352 Buy
+6
New +$332 ﹤0.01% 618

Other funds holding FTNT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Evermay Wealth Management's FTNT Position: Q3 2026 in Review

Evermay Wealth Management increased its Fortinet (FTNT) stake by 95% in Q3 2026, buying an estimated $79K and bringing the position to 1,002 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #220.

Evermay Wealth Management first reported a position in FTNT in Q4 2023 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Evermay Wealth Management held 1,002 shares of Fortinet worth $179K as of Q3 2026.
  • Evermay Wealth Management bought 487 Fortinet shares in Q3 2026, an estimated $79K.
  • Fortinet made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Evermay Wealth Management first reported a position in Fortinet in Q4 2023 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.