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Great Valley Advisor Group’s Fortinet FTNT Stock Holding History

Great Valley Advisor Group’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 		$867K Sell
5,644
-1,056
-16% -$122K 0.01% 581
2026
Q1 		$547K Buy
6,700
+1,275
+24% +$103K 0.01% 660
2025
Q4 		$431K Sell
5,425
-1,567
-22% -$130K 0.01% 672
2025
Q3 		$588K Buy
6,992
+761
+12% +$67.9K 0.01% 586
2025
Q2 		$659K Buy
6,231
+486
+8% +$49K 0.01% 534
2025
Q1 		$553K Buy
5,745
+163
+3% +$16.5K 0.01% 571
2024
Q4 		$527K Buy
5,582
+1,242
+29% +$110K 0.01% 568
2024
Q3 		$337K Hold
4,340
– – 0.01% 658
2024
Q2 		$261K Sell
4,340
-1,216
-22% -$75.6K 0.01% 675
2024
Q1 		$379K Buy
5,556
+37
+0.7% +$2.46K 0.01% 555
2023
Q4 		$323K Sell
5,519
-2,795
-34% -$154K 0.01% 561
2023
Q3 		$488K Buy
8,314
+1,430
+21% +$94.7K 0.02% 440
2023
Q2 		$520K Buy
6,884
+540
+9% +$36.7K 0.02% 433
2023
Q1 		$422K Sell
6,344
-575
-8% -$32.7K 0.02% 465
2022
Q4 		$338K Sell
6,919
-13,615
-66% -$710K 0.02% 514
2022
Q3 		$1.01M Buy
20,534
+689
+3% +$37.3K 0.06% 307
2022
Q2 		$1.12M Buy
+19,845
New +$1.18M 0.06% 288

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Great Valley Advisor Group's FTNT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Fortinet (FTNT) stake by 16% in Q2 2026, selling an estimated $122K and leaving 5,644 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #581.

Great Valley Advisor Group first reported a position in FTNT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Great Valley Advisor Group held 5,644 shares of Fortinet worth $867K as of Q2 2026.
  • Great Valley Advisor Group sold 1,056 Fortinet shares in Q2 2026, an estimated $122K.
  • Fortinet made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #581 holding.
  • Great Valley Advisor Group first reported a position in Fortinet in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Fortinet position peaked at $1.12M in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.