Harold Davidson & Associates’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
$2.41M Sell
15,717
-190
-1% -$22K 1.05% 23
2026
Q1
$1.3M Sell
15,907
-160
-1% -$12.9K 0.63% 35
2025
Q4
$1.28M Sell
16,067
-293
-2% -$24.3K 0.56% 35
2025
Q3
$1.38M Buy
16,360
+4,124
+34% +$368K 0.63% 37
2025
Q2
$1.29M Sell
12,236
-11,876
-49% -$1.2M 0.84% 29
2025
Q1
$2.32M Sell
24,112
-2,300
-9% -$233K 1.27% 21
2024
Q4
$2.5M Buy
+26,412
New +$2.35M 1.19% 24

Other funds holding FTNT

Harold Davidson & Associates's FTNT Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Fortinet (FTNT) stake by 1.2% in Q2 2026, selling an estimated $22K and leaving 15,717 shares worth $2.41M. The position accounts for 1.05% of the portfolio, ranked #23.

Harold Davidson & Associates first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2024. 665 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Harold Davidson & Associates held 15,717 shares of Fortinet worth $2.41M as of Q2 2026.
  • Harold Davidson & Associates sold 190 Fortinet shares in Q2 2026, an estimated $22K.
  • Fortinet made up 1.05% of Harold Davidson & Associates's portfolio in Q2 2026, its #23 holding.
  • Harold Davidson & Associates first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Fortinet position peaked at $2.5M in Q4 2024.
  • 665 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.