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Independent Financial Group’s Fortinet FTNT Stock Holding History

Independent Financial Group’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 		$6.18M Sell
40,252
-9,479
-19% -$1.1M 0.12% 175
2026
Q1 		$4.06M Sell
49,731
-1,774
-3% -$143K 0.09% 213
2025
Q4 		$4.09M Sell
51,505
-1,522
-3% -$126K 0.09% 206
2025
Q3 		$4.46M Buy
53,027
+9,375
+21% +$837K 0.11% 176
2025
Q2 		$4.61M Sell
43,652
-1,239
-3% -$125K 0.13% 151
2025
Q1 		$4.32M Buy
44,891
+5,197
+13% +$527K 0.15% 138
2024
Q4 		$3.75M Buy
39,694
+2,524
+7% +$224K 0.12% 154
2024
Q3 		$2.88M Sell
37,170
-11,060
-23% -$756K 0.11% 191
2024
Q2 		$2.91M Buy
48,230
+428
+0.9% +$26.6K 0.12% 168
2024
Q1 		$3.27M Buy
47,802
+221
+0.5% +$14.7K 0.15% 133
2023
Q4 		$2.78M Buy
47,581
+580
+1% +$32.1K 0.15% 154
2023
Q3 		$2.76M Buy
47,001
+590
+1% +$39.1K 0.18% 119
2023
Q2 		$3.51M Sell
46,411
-1,872
-4% -$127K 0.24% 89
2023
Q1 		$3.21M Buy
48,283
+2,603
+6% +$148K 0.26% 87
2022
Q4 		$2.23M Sell
45,680
-785
-2% -$40.9K 0.19% 104
2022
Q3 		$2.28M Sell
46,465
-690
-1% -$37.4K 0.21% 95
2022
Q2 		$2.67M Buy
47,155
+750
+2% +$44.5K 0.29% 74
2022
Q1 		$3.17M Sell
46,405
-1,690
-4% -$105K 0.26% 77
2021
Q4 		$3.46M Buy
48,095
+400
+0.8% +$26.3K 0.29% 66
2021
Q3 		$2.79M Sell
47,695
-2,475
-5% -$143K 0.28% 77
2021
Q2 		$2.39M Sell
50,170
-1,550
-3% -$66.2K 0.25% 89
2021
Q1 		$1.91M Sell
51,720
-1,580
-3% -$51.7K 0.25% 98
2020
Q4 		$1.58M Sell
53,300
-1,105
-2% -$27.9K 0.23% 104
2020
Q3 		$1.28M Sell
54,405
-1,990
-4% -$51.4K 0.24% 100
2020
Q2 		$1.55M Buy
56,395
+710
+1% +$17.8K 0.34% 65
2020
Q1 		$1.13M Buy
+55,685
New +$1.19M 0.33% 72

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Financial Group's FTNT Position: Q2 2026 in Review

Independent Financial Group reduced its Fortinet (FTNT) stake by 19% in Q2 2026, selling an estimated $1.1M and leaving 40,252 shares worth $6.18M. The position accounts for 0.12% of the portfolio, ranked #175.

Independent Financial Group first reported a position in FTNT in Q1 2020 and has held it in 26 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Independent Financial Group held 40,252 shares of Fortinet worth $6.18M as of Q2 2026.
  • Independent Financial Group sold 9,479 Fortinet shares in Q2 2026, an estimated $1.1M.
  • Fortinet made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #175 holding.
  • Independent Financial Group first reported a position in Fortinet in Q1 2020 and has held it in 26 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.