Halbert Hargrove Global Advisors’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
$872 Buy
+6
New +$693 ﹤0.01% 459
2025
Q4
Sell
-28
Closed -$2.35K 512
2025
Q3
$2.35K Buy
+28
New +$2.5K ﹤0.01% 533
2025
Q2
Sell
-34
Closed -$3.27K 442
2025
Q1
$3.27K Buy
+34
New +$3.45K ﹤0.01% 349
2023
Q2
Sell
-3,562
Closed -$237K 122
2023
Q1
$237K Buy
+3,562
New +$202K 0.02% 143
2022
Q3
Sell
-4,145
Closed -$235K 154
2022
Q2
$235K Buy
4,145
+145
+4% +$8.61K 0.02% 135
2022
Q1
$273K Buy
4,000
+15
+0.4% +$933 0.02% 128
2021
Q4
$286K Sell
3,985
-60
-1% -$3.95K 0.02% 123
2021
Q3
$236K Buy
+4,045
New +$234K 0.02% 127

Other funds holding FTNT

Halbert Hargrove Global Advisors's FTNT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Fortinet (FTNT) in Q2 2026: 6 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in FTNT as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in FTNT in Q3 2021 and has held it in 8 quarters since. The position peaked at $286K in Q4 2021. 1,579 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6 shares of Fortinet worth $872 as of Q2 2026.
  • Fortinet was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Fortinet made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #459 holding.
  • Halbert Hargrove Global Advisors first reported a position in Fortinet in Q3 2021 and has held it in 8 quarters since.
  • Halbert Hargrove Global Advisors's Fortinet position peaked at $286K in Q4 2021.
  • 1,579 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.