HHM Wealth Advisors’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
$805K Buy
5,240
+6
+0.1% +$693 0.08% 95
2026
Q1
$428K Hold
5,234
0.05% 129
2025
Q4
$416K Buy
+5,234
New +$434K 0.05% 127
2025
Q3
Sell
-5,460
Closed -$577K 886
2025
Q2
$577K Sell
5,460
-100
-2% -$10.1K 0.07% 106
2025
Q1
$535K Buy
5,560
+190
+4% +$19.3K 0.07% 100
2024
Q4
$507K Sell
5,370
-230
-4% -$20.5K 0.07% 101
2024
Q3
$434K Buy
5,600
+217
+4% +$14.8K 0.06% 103
2024
Q2
$324K Buy
5,383
+266
+5% +$16.5K 0.05% 127
2024
Q1
$350K Hold
5,117
0.06% 98
2023
Q4
$299K Hold
5,117
0.05% 103
2023
Q3
$300K Buy
5,117
+117
+2% +$7.75K 0.06% 98
2023
Q2
$378K Hold
5,000
0.07% 87
2023
Q1
$332K Hold
5,000
0.07% 94
2022
Q4
$244K Hold
5,000
0.06% 105
2022
Q3
$246K Hold
5,000
0.06% 95
2022
Q2
$283K Hold
5,000
0.07% 102
2022
Q1
$342K Hold
5,000
0.08% 98
2021
Q4
$359K Hold
5,000
0.09% 90
2021
Q3
$292K Hold
5,000
0.08% 97
2021
Q2
$238K Hold
5,000
0.06% 119
2021
Q1
$184K Hold
5,000
0.06% 120
2020
Q4
$149K Buy
+5,000
New +$126K 0.05% 126

Other funds holding FTNT

HHM Wealth Advisors's FTNT Position: Q2 2026 in Review

HHM Wealth Advisors increased its Fortinet (FTNT) stake by 0.11% in Q2 2026, buying an estimated $693 and bringing the position to 5,240 shares worth $805K. The position accounts for 0.08% of the portfolio, ranked #95.

HHM Wealth Advisors first reported a position in FTNT in Q4 2020 and has held it in 22 quarters since. 432 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • HHM Wealth Advisors held 5,240 shares of Fortinet worth $805K as of Q2 2026.
  • HHM Wealth Advisors bought 6 Fortinet shares in Q2 2026, an estimated $693.
  • Fortinet made up 0.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • HHM Wealth Advisors first reported a position in Fortinet in Q4 2020 and has held it in 22 quarters since.
  • 432 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.