Holistic Planning’s Fortinet FTNT Stock Holding History

Holistic Planning’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 Q3	$223K	Buy	+1,247	New	+$202K	0.03%	324

Other funds holding FTNT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Holistic Planning's FTNT Position: Q3 2026 in Review

Holistic Planning opened a new position in Fortinet (FTNT) in Q3 2026: 1,247 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings.

851 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Holistic Planning held 1,247 shares of Fortinet worth $223K as of Q3 2026.
Fortinet was a new Holistic Planning position in Q3 2026.
Fortinet made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #324 holding.
851 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.