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GoalVest Advisory’s Fortinet FTNT Stock Holding History

GoalVest Advisory’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
Q3 		$9.83K Buy
+55
New +$8.92K ﹤0.01% 448
2025
Q2 		– Sell
-3
Closed -$289 – 426
2025
Q1 		$289 Buy
+3
New +$304 ﹤0.01% 411
2024
Q2 		– Sell
-39
Closed -$2.66K – 351
2024
Q1 		$2.66K Buy
+39
New +$2.6K ﹤0.01% 361
2021
Q2 		– Sell
-180
Closed -$7K – 237
2021
Q1 		$7K Buy
+180
New +$5.89K 0.01% 165

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GoalVest Advisory's FTNT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Fortinet (FTNT) in Q3 2026: 55 shares worth $9.83K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in FTNT as recently as Q1 2025.

GoalVest Advisory first reported a position in FTNT in Q1 2021 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • GoalVest Advisory held 55 shares of Fortinet worth $9.83K as of Q3 2026.
  • Fortinet was a new GoalVest Advisory position in Q3 2026.
  • Fortinet made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #448 holding.
  • GoalVest Advisory first reported a position in Fortinet in Q1 2021 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.