Groesbeck Investment Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.3M Hold
14,995
3.67% 5
2026
Q1
$1.23M Buy
14,995
+346
+2% +$27.9K 2.39% 11
2025
Q4
$1.16M Hold
14,649
2.19% 13
2025
Q3
$1.23M Hold
14,649
2.4% 12
2025
Q2
$1.55M Hold
14,649
2.72% 10
2025
Q1
$1.41M Hold
14,649
1.97% 15
2024
Q4
$1.38M Buy
14,649
+765
+6% +$68K 1.8% 17
2024
Q3
$1.08M Sell
13,884
-130
-0.9% -$8.88K 1.58% 20
2024
Q2
$845K Buy
14,014
+124
+0.9% +$7.71K 1.17% 30
2024
Q1
$949K Buy
13,890
+1,550
+13% +$103K 1.01% 35
2023
Q4
$722K Buy
12,340
+120
+1% +$6.63K 1% 33
2023
Q3
$717K Sell
12,220
-2,200
-15% -$146K 1.09% 33
2023
Q2
$1.14M Buy
14,420
+2,700
+23% +$184K 1.74% 16
2023
Q1
$779K Hold
11,720
1.17% 30
2022
Q4
$573K Buy
11,720
+45
+0.4% +$2.35K 0.96% 37
2022
Q3
$661K Hold
11,675
1.09% 30
2022
Q2
$661K Hold
11,675
1.09% 30
2022
Q1
$798K Hold
11,675
0.89% 40
2021
Q4
$839K Sell
11,675
-2,500
-18% -$165K 1.07% 30
2021
Q3
$828K Hold
14,175
0.96% 31
2021
Q2
$675K Hold
14,175
0.86% 44
2021
Q1
$523K Buy
14,175
+6,175
+77% +$202K 0.75% 50
2020
Q4
$238K Buy
+8,000
New +$202K 0.39% 79

Other funds holding FTNT

Groesbeck Investment Management's FTNT Position: Q2 2026 in Review

Groesbeck Investment Management held its Fortinet (FTNT) position steady in Q2 2026 at 14,995 shares worth $2.3M. The position accounts for 3.67% of the portfolio, ranked #5.

Groesbeck Investment Management first reported a position in FTNT in Q4 2020 and has held it in 23 quarters since. 432 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Groesbeck Investment Management held 14,995 shares of Fortinet worth $2.3M as of Q2 2026.
  • Groesbeck Investment Management left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up 3.67% of Groesbeck Investment Management's portfolio in Q2 2026, its #5 holding.
  • Groesbeck Investment Management first reported a position in Fortinet in Q4 2020 and has held it in 23 quarters since.
  • 432 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.