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HB Wealth Management’s Fortinet FTNT Stock Holding History

HB Wealth Management’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
Q2 		$4.66M Buy
30,347
+2,441
+9% +$282K 0.03% 290
2026
Q1 		$2.28M Buy
27,906
+7,815
+39% +$631K 0.01% 406
2025
Q4 		$1.6M Buy
20,091
+6,514
+48% +$540K 0.01% 470
2025
Q3 		$1.14M Sell
13,577
-176
-1% -$15.7K 0.01% 572
2025
Q2 		$1.45M Sell
13,753
-290
-2% -$29.3K 0.01% 448
2025
Q1 		$1.35M Buy
14,043
+1,930
+16% +$196K 0.01% 474
2024
Q4 		$1.14M Buy
12,113
+1,041
+9% +$92.6K 0.01% 390
2024
Q3 		$859K Buy
11,072
+973
+10% +$66.5K 0.01% 432
2024
Q2 		$609K Buy
10,099
+2,581
+34% +$160K 0.01% 480
2024
Q1 		$514K Buy
7,518
+2,550
+51% +$170K 0.01% 496
2023
Q4 		$291K Sell
4,968
-6,451
-56% -$357K ﹤0.01% 627
2023
Q3 		$670K Buy
11,419
+1,493
+15% +$98.8K 0.01% 368
2023
Q2 		$750K Sell
9,926
-98
-1% -$6.66K 0.01% 336
2023
Q1 		$666K Buy
10,024
+4,114
+70% +$234K 0.01% 357
2022
Q4 		$289K Sell
5,910
-2,003
-25% -$104K 0.01% 525
2022
Q3 		$389K Sell
7,913
-295
-4% -$16K 0.01% 387
2022
Q2 		$464K Buy
8,208
+828
+11% +$49.2K 0.01% 357
2022
Q1 		$504K Sell
7,380
-480
-6% -$29.8K 0.01% 347
2021
Q4 		$565K Buy
+7,860
New +$517K 0.01% 299

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HB Wealth Management's FTNT Position: Q2 2026 in Review

HB Wealth Management increased its Fortinet (FTNT) stake by 8.7% in Q2 2026, buying an estimated $282K and bringing the position to 30,347 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #290.

HB Wealth Management first reported a position in FTNT in Q4 2021 and has held it in 19 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • HB Wealth Management held 30,347 shares of Fortinet worth $4.66M as of Q2 2026.
  • HB Wealth Management bought 2,441 Fortinet shares in Q2 2026, an estimated $282K.
  • Fortinet made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #290 holding.
  • HB Wealth Management first reported a position in Fortinet in Q4 2021 and has held it in 19 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.