EWA
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EverSource Wealth Advisors’s Fortinet FTNT Stock Holding History

EverSource Wealth Advisors’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 		$1.25M Sell
8,127
-2,002
-20% -$231K 0.04% 309
2026
Q1 		$828K Buy
10,129
+2,549
+34% +$206K 0.03% 439
2025
Q4 		$602K Buy
7,580
+4,629
+157% +$384K 0.02% 480
2025
Q3 		$248K Sell
2,951
-3,903
-57% -$348K 0.01% 800
2025
Q2 		$725K Buy
6,854
+3,274
+91% +$330K 0.03% 356
2025
Q1 		$345K Buy
3,580
+1,100
+44% +$112K 0.02% 478
2024
Q4 		$234K Buy
2,480
+1,757
+243% +$156K 0.01% 597
2024
Q3 		$56.1K Buy
723
+84
+13% +$5.74K ﹤0.01% 1021
2024
Q2 		$37.1K Sell
639
-514
-45% -$32K ﹤0.01% 1237
2024
Q1 		$72.8K Buy
1,153
+88
+8% +$5.86K 0.01% 834
2023
Q4 		$62.3K Buy
1,065
+38
+4% +$2.1K 0.01% 814
2023
Q3 		$60.3K Buy
1,027
+52
+5% +$3.44K 0.01% 746
2023
Q2 		$73.7K Buy
975
+615
+171% +$41.8K 0.01% 689
2023
Q1 		$23.9K Sell
360
-627
-64% -$35.6K ﹤0.01% 1010
2022
Q4 		$48.3K Sell
987
-345
-26% -$18K 0.01% 775
2022
Q3 		$65K Buy
1,332
+277
+26% +$15K 0.01% 563
2022
Q2 		$60K Sell
1,055
-170
-14% -$10.1K 0.02% 563
2022
Q1 		$84K Sell
1,225
-35
-3% -$2.18K 0.02% 365
2021
Q4 		$90K Buy
+1,260
New +$82.9K 0.03% 320

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

EverSource Wealth Advisors's FTNT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fortinet (FTNT) stake by 20% in Q2 2026, selling an estimated $231K and leaving 8,127 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #309.

EverSource Wealth Advisors first reported a position in FTNT in Q4 2021 and has held it in 19 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • EverSource Wealth Advisors held 8,127 shares of Fortinet worth $1.25M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,002 Fortinet shares in Q2 2026, an estimated $231K.
  • Fortinet made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #309 holding.
  • EverSource Wealth Advisors first reported a position in Fortinet in Q4 2021 and has held it in 19 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.