Heritage Wealth Advisors’s Fortinet FTNT Stock Holding History

Heritage Wealth 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 Q1	$332K	Hold	4,057	–	–	0.01%	165
2025 Q4	$322K	Hold	4,057	–	–	0.01%	179
2025 Q3	$341K	Hold	4,057	–	–	0.01%	160
2025 Q2	$429K	Hold	4,057	–	–	0.02%	145
2025 Q1	$391K	Hold	4,057	–	–	0.02%	147
2024 Q4	$383K	Hold	4,057	–	–	0.02%	152
2024 Q3	$315K	Hold	4,057	–	–	0.01%	176
2024 Q2	$245K	Hold	4,057	–	–	0.01%	186
2024 Q1	$277K	Buy	4,057 +307	+8%	+$20.4K	0.01%	184
2023 Q4	$219K	Hold	3,750	–	–	0.01%	205
2023 Q3	$220K	Hold	3,750	–	–	0.01%	193
2023 Q2	$283K	Hold	3,750	–	–	0.02%	178
2023 Q1	$249K	Hold	3,750	–	–	0.01%	185
2022 Q4	$183K	Hold	3,750	–	–	0.01%	217
2022 Q3	$184K	Hold	3,750	–	–	0.01%	203
2022 Q2	$212K	Hold	3,750	–	–	0.01%	191
2022 Q1	$256K	Hold	3,750	–	–	0.01%	177
2021 Q4	$270K	Hold	3,750	–	–	0.01%	176
2021 Q3	$219K	Hold	3,750	–	–	0.01%	193
2021 Q2	$179K	Hold	3,750	–	–	0.01%	211
2021 Q1	$138K	Hold	3,750	–	–	0.01%	231
2020 Q4	$111K	Hold	3,750	–	–	0.01%	251
2020 Q3	$88.4K	Hold	3,750	–	–	0.01%	217
2020 Q2	$103K	Hold	3,750	–	–	0.01%	201
2020 Q1	$75.9K	Hold	3,750	–	–	0.01%	214
2019 Q4	$80.1K	Hold	3,750	–	–	0.01%	257
2019 Q3	$57K	Hold	3,750	–	–	0.01%	260
2019 Q2	$57.6K	Hold	3,750	–	–	0.01%	236
2019 Q1	$63K	Hold	3,750	–	–	0.01%	211
2018 Q4	$52K	Hold	3,750	–	–	0.01%	192
2018 Q3	$69K	Buy	+3,750	New	+$57.3K	0.01%	174

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's FTNT Position: Q1 2026 in Review

Heritage Wealth Advisors held its Fortinet (FTNT) position steady in Q1 2026 at 4,057 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #165.

Heritage Wealth Advisors first reported a position in FTNT in Q3 2018 and has held it in 31 quarters since. The position peaked at $429K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Heritage Wealth Advisors held 4,057 shares of Fortinet worth $332K as of Q1 2026.
Heritage Wealth Advisors left its Fortinet share count unchanged in Q1 2026.
Fortinet made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Heritage Wealth Advisors first reported a position in Fortinet in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's Fortinet position peaked at $429K in Q2 2025.
1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.