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HBK Sorce Advisory’s Fortinet FTNT Stock Holding History

HBK Sorce Advisory’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
Q1 		$1.06M Buy
9,312
+249
+3% +$20.1K 0.02% 235
2025
Q4 		$750K Sell
9,063
-1,408
-13% -$117K 0.02% 284
2025
Q3 		$875K Sell
10,471
-80
-0.8% -$7.14K 0.02% 244
2025
Q2 		$1.12M Buy
10,551
+160
+2% +$16.1K 0.03% 206
2025
Q1 		$1M Buy
10,391
+137
+1% +$13.9K 0.03% 215
2024
Q4 		$969K Sell
10,254
-928
-8% -$82.5K 0.03% 217
2024
Q3 		$867K Sell
11,182
-453
-4% -$30.9K 0.03% 239
2024
Q2 		$701K Buy
11,635
+10
+0.1% +$622 0.02% 266
2024
Q1 		$794K Buy
11,625
+603
+5% +$40.1K 0.03% 252
2023
Q4 		$645K Sell
11,022
-191
-2% -$10.6K 0.02% 274
2023
Q3 		$658K Sell
11,213
-356
-3% -$23.6K 0.03% 261
2023
Q2 		$875K Buy
11,569
+738
+7% +$50.2K 0.04% 223
2023
Q1 		$720K Buy
+10,831
New +$616K 0.03% 262

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Sorce Advisory's FTNT Position: Q1 2026 in Review

HBK Sorce Advisory increased its Fortinet (FTNT) stake by 2.7% in Q1 2026, buying an estimated $20.1K and bringing the position to 9,312 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #235.

HBK Sorce Advisory first reported a position in FTNT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • HBK Sorce Advisory held 9,312 shares of Fortinet worth $1.06M as of Q1 2026.
  • HBK Sorce Advisory bought 249 Fortinet shares in Q1 2026, an estimated $20.1K.
  • Fortinet made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #235 holding.
  • HBK Sorce Advisory first reported a position in Fortinet in Q1 2023 and has held it in 13 quarters since.
  • HBK Sorce Advisory's Fortinet position peaked at $1.12M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.