Fi3 Financial Advisors’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$296K Buy
5,761
+1,835
+47% +$212K 0.07% 160
2026
Q1
$321K Buy
+3,926
New +$317K 0.09% 129
2025
Q3
Sell
-3,103
Closed -$328K 170
2025
Q2
$328K Sell
3,103
-8
-0.3% -$807 0.12% 88
2025
Q1
$299K Buy
3,111
+944
+44% +$95.7K 0.12% 78
2024
Q4
$205K Buy
+2,167
New +$193K 0.08% 116

Other funds holding FTNT

Fi3 Financial Advisors's FTNT Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Fortinet (FTNT) stake by 47% in Q2 2026, buying an estimated $212K and bringing the position to 5,761 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #160.

Fi3 Financial Advisors first reported a position in FTNT in Q4 2024 and has held it in 5 quarters since. The position peaked at $328K in Q2 2025. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Fi3 Financial Advisors held 5,761 shares of Fortinet worth $296K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,835 Fortinet shares in Q2 2026, an estimated $212K.
  • Fortinet made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • Fi3 Financial Advisors first reported a position in Fortinet in Q4 2024 and has held it in 5 quarters since.
  • Fi3 Financial Advisors's Fortinet position peaked at $328K in Q2 2025.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.