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Fiduciary Alliance’s Fortinet FTNT Stock Holding History

Fiduciary Alliance’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
Q1 		$363K Sell
4,556
-473
-9% -$38.2K 0.02% 415
2025
Q4 		$399K Sell
5,029
-64
-1% -$5.31K 0.03% 370
2025
Q3 		$428K Buy
5,093
+147
+3% +$13.1K 0.03% 368
2025
Q2 		$523K Buy
+4,946
New +$499K 0.04% 319
2023
Q3 		– Sell
-206
Closed -$15.6K – 465
2023
Q2 		$15.6K Buy
+206
New +$14K ﹤0.01% 490
2023
Q1 		– Sell
-156
Closed -$7.63K – 412
2022
Q4 		$7.63K Buy
+156
New +$8.13K ﹤0.01% 459

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Alliance's FTNT Position: Q1 2026 in Review

Fiduciary Alliance reduced its Fortinet (FTNT) stake by 9.4% in Q1 2026, selling an estimated $38.2K and leaving 4,556 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #415.

Fiduciary Alliance first reported a position in FTNT in Q4 2022 and has held it in 6 quarters since. The position peaked at $523K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Fiduciary Alliance held 4,556 shares of Fortinet worth $363K as of Q1 2026.
  • Fiduciary Alliance sold 473 Fortinet shares in Q1 2026, an estimated $38.2K.
  • Fortinet made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #415 holding.
  • Fiduciary Alliance first reported a position in Fortinet in Q4 2022 and has held it in 6 quarters since.
  • Fiduciary Alliance's Fortinet position peaked at $523K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.