IAA
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Independent Advisor Alliance’s Fortinet FTNT Stock Holding History

Independent Advisor Alliance’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 		$395K Sell
4,829
-16,157
-77% -$1.3M ﹤0.01% 1210
2025
Q4 		$1.67M Sell
20,986
-2,876
-12% -$239K 0.04% 344
2025
Q3 		$2.01M Sell
23,862
-11,950
-33% -$1.07M 0.05% 293
2025
Q2 		$3.79M Sell
35,812
-95
-0.3% -$9.59K 0.11% 162
2025
Q1 		$3.46M Buy
35,907
+2,960
+9% +$300K 0.11% 163
2024
Q4 		$3.11M Buy
32,947
+13,467
+69% +$1.2M 0.04% 394
2024
Q3 		$1.51M Buy
19,480
+1,087
+6% +$74.3K 0.06% 261
2024
Q2 		$1.11M Buy
18,393
+1,258
+7% +$78.2K 0.04% 308
2024
Q1 		$1.17M Sell
17,135
-169
-1% -$11.3K 0.04% 295
2023
Q4 		$1.01M Sell
17,304
-44,101
-72% -$2.44M 0.04% 308
2023
Q3 		$3.6M Buy
61,405
+12,821
+26% +$849K 0.16% 120
2023
Q2 		$3.67M Buy
48,584
+1,072
+2% +$72.9K 0.16% 121
2023
Q1 		$3.16M Sell
47,512
-8,760
-16% -$498K 0.15% 127
2022
Q4 		$2.75K Buy
56,272
+349
+0.6% +$18.2K ﹤0.01% 223
2022
Q3 		$2.75M Sell
55,923
-1,352
-2% -$73.2K 0.16% 122
2022
Q2 		$3.24M Buy
57,275
+225
+0.4% +$13.4K 0.18% 113
2022
Q1 		$3.9M Buy
57,050
+30,495
+115% +$1.9M 0.19% 106
2021
Q4 		$1.91M Buy
26,555
+610
+2% +$40.1K 0.09% 167
2021
Q3 		$1.51M Buy
+25,945
New +$1.5M 0.08% 192
2021
Q1 		– Sell
-9,330
Closed -$277K – 612
2020
Q4 		$277K Sell
9,330
-1,185
-11% -$30K 0.02% 445
2020
Q3 		$248K Sell
10,515
-96,835
-90% -$2.5M 0.02% 419
2020
Q2 		$2.95M Buy
+107,350
New +$2.7M 0.32% 65

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

Independent Advisor Alliance's FTNT Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Fortinet (FTNT) stake by 77% in Q1 2026, selling an estimated $1.3M and leaving 4,829 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Independent Advisor Alliance first reported a position in FTNT in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q1 2022. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Independent Advisor Alliance held 4,829 shares of Fortinet worth $395K as of Q1 2026.
  • Independent Advisor Alliance sold 16,157 Fortinet shares in Q1 2026, an estimated $1.3M.
  • Fortinet made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1210 holding.
  • Independent Advisor Alliance first reported a position in Fortinet in Q2 2020 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Fortinet position peaked at $3.9M in Q1 2022.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.