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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
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 $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

Great Valley Advisor Group's FTNT Position: Q1 2026 in Review

Great Valley Advisor Group increased its Fortinet (FTNT) stake by 24% in Q1 2026, buying an estimated $103K and bringing the position to 6,700 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #660.

Great Valley Advisor Group first reported a position in FTNT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q2 2022. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Great Valley Advisor Group held 6,700 shares of Fortinet worth $547K as of Q1 2026.
  • Great Valley Advisor Group bought 1,275 Fortinet shares in Q1 2026, an estimated $103K.
  • Fortinet made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #660 holding.
  • Great Valley Advisor Group first reported a position in Fortinet in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Fortinet position peaked at $1.12M in Q2 2022.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.