Heritage Family Offices’s Fortinet FTNT Stock Holding History

Heritage Family Offices’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	$248K	Buy	+1,616	New	+$187K	0.1%	184

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Family Offices's FTNT Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Fortinet (FTNT) in Q2 2026: 1,616 shares worth $248K. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Heritage Family Offices held 1,616 shares of Fortinet worth $248K as of Q2 2026.
Fortinet was a new Heritage Family Offices position in Q2 2026.
Fortinet made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #184 holding.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.