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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
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

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

Evermay Wealth Management's FTNT Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 515 shares worth $79.1K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in FTNT as recently as Q4 2023.

Evermay Wealth Management first reported a position in FTNT in Q4 2023 and has held it in 2 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Evermay Wealth Management held 515 shares of Fortinet worth $79.1K as of Q2 2026.
  • Fortinet was a new Evermay Wealth Management position in Q2 2026.
  • Fortinet made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Evermay Wealth Management first reported a position in Fortinet in Q4 2023 and has held it in 2 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.