Forum Financial Management’s Fortinet FTNT Stock Holding History

Forum Financial 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	$536K	Hold	3,488	–	–	0.01%	198
2026 Q1	$285K	Sell	3,488 -4,990	-59%	-$403K	﹤0.01%	265
2025 Q4	$673K	Buy	8,478 +46	+0.5%	+$3.81K	0.01%	360
2025 Q3	$709K	Buy	8,432 +56	+0.7%	+$5K	0.01%	326
2025 Q2	$886K	Buy	8,376 +5	+0.1%	+$504	0.01%	240
2025 Q1	$806K	Buy	8,371 +2	+0%	+$203	0.01%	242
2024 Q4	$791K	Buy	8,369 +34	+0.4%	+$3.02K	0.01%	246
2024 Q3	$646K	Buy	8,335 +783	+10%	+$53.5K	0.01%	263
2024 Q2	$455K	Buy	7,552 +27	+0.4%	+$1.68K	0.01%	338
2024 Q1	$514K	Buy	7,525 +25	+0.3%	+$1.66K	0.01%	315
2023 Q4	$439K	Hold	7,500	–	–	0.01%	325
2023 Q3	$440K	Hold	7,500	–	–	0.01%	315
2023 Q2	$567K	Hold	7,500	–	–	0.01%	268
2023 Q1	$498K	Hold	7,500	–	–	0.01%	264
2022 Q4	$367K	Hold	7,500	–	–	0.01%	336
2022 Q3	$368K	Hold	7,500	–	–	0.02%	290
2022 Q2	$424K	Buy	+7,500	New	+$445K	0.02%	263
2022 Q1	–	Sell	-8,900	Closed	-$640K	–	637
2021 Q4	$640K	Buy	+8,900	New	+$586K	0.03%	195

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

Forum Financial Management's FTNT Position: Q2 2026 in Review

Forum Financial Management held its Fortinet (FTNT) position steady in Q2 2026 at 3,488 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #198.

Forum Financial Management first reported a position in FTNT in Q4 2021 and has held it in 18 quarters since. The position peaked at $886K in Q2 2025. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Forum Financial Management held 3,488 shares of Fortinet worth $536K as of Q2 2026.
Forum Financial Management left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #198 holding.
Forum Financial Management first reported a position in Fortinet in Q4 2021 and has held it in 18 quarters since.
Forum Financial Management's Fortinet position peaked at $886K in Q2 2025.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.