Evolve Private Wealth’s Fortinet FTNT Stock Holding History

Evolve 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	$2.1M	Sell	13,688 -1,934	-12%	-$223K	0.13%	147
2026 Q1	$1.28M	Buy	15,622 +3,967	+34%	+$320K	0.07%	269
2025 Q4	$926K	Buy	+11,655	New	+$967K	0.05%	317

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Evolve Private Wealth reduced its Fortinet (FTNT) stake by 12% in Q2 2026, selling an estimated $223K and leaving 13,688 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #147.

Evolve Private Wealth first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Evolve Private Wealth held 13,688 shares of Fortinet worth $2.1M as of Q2 2026.
Evolve Private Wealth sold 1,934 Fortinet shares in Q2 2026, an estimated $223K.
Fortinet made up 0.13% of Evolve Private Wealth's portfolio in Q2 2026, its #147 holding.
Evolve Private Wealth first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.