Halbert Hargrove Global Advisors’s Fortinet FTNT Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-6	Closed	-$872	–	497
2026 Q2	$872	Buy	+6	New	+$693	﹤0.01%	459
2025 Q4	–	Sell	-28	Closed	-$2.36K	–	512
2025 Q3	$2.36K	Buy	+28	New	+$2.5K	﹤0.01%	533
2025 Q2	–	Sell	-34	Closed	-$3.26K	–	442
2025 Q1	$3.26K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's FTNT Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Fortinet (FTNT) in Q3 2026, closing a stake of 6 shares — an estimated $872 sold.

Halbert Hargrove Global Advisors first reported a position in FTNT in Q3 2021 and held it in 8 quarters. The position peaked at $286K in Q4 2021. 854 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Fortinet position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 6 Fortinet shares in Q3 2026, an estimated $872.
Halbert Hargrove Global Advisors first reported a position in Fortinet in Q3 2021 and held it in 8 quarters.
Halbert Hargrove Global Advisors's Fortinet position peaked at $286K in Q4 2021.
854 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.