Independent Solutions Wealth Management’s Fortinet FTNT Stock Holding History

Independent Solutions Wealth Management’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	$237K	Buy	+1,540	New	+$178K	0.03%	185
2023 Q3	–	Sell	-3,878	Closed	-$293K	–	210
2023 Q2	$293K	Buy	3,878 +751	+24%	+$51.1K	0.07%	173
2023 Q1	$208K	Buy	+3,127	New	+$178K	0.06%	202
2022 Q4	–	Sell	-5,690	Closed	-$280K	–	217
2022 Q3	$280K	Sell	5,690 -1,405	-20%	-$76.1K	0.09%	165
2022 Q2	$401K	Buy	+7,095	New	+$421K	0.13%	130

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Solutions Wealth Management's FTNT Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 1,540 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in FTNT as recently as Q2 2023.

Independent Solutions Wealth Management first reported a position in FTNT in Q2 2022 and has held it in 5 quarters since. The position peaked at $401K in Q2 2022. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Independent Solutions Wealth Management held 1,540 shares of Fortinet worth $237K as of Q2 2026.
Fortinet was a new Independent Solutions Wealth Management position in Q2 2026.
Fortinet made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #185 holding.
Independent Solutions Wealth Management first reported a position in Fortinet in Q2 2022 and has held it in 5 quarters since.
Independent Solutions Wealth Management's Fortinet position peaked at $401K in Q2 2022.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.