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Insight Wealth Strategies’s Fortinet FTNT Stock Holding History

Insight Wealth Strategies’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 		$8M Sell
44,762
-13,281
-23% -$2.15M 0.79% 33
2026
Q2 		$9.23M Buy
58,043
+3,157
+6% +$365K 0.9% 31
2026
Q1 		$4.49M Sell
54,886
-1,241
-2% -$100K 0.5% 64
2025
Q4 		$4.46M Buy
56,127
+13,099
+30% +$1.09M 0.51% 65
2025
Q3 		$3.62M Buy
43,028
+757
+2% +$67.6K 0.43% 77
2025
Q2 		$4.33M Sell
42,271
-101
-0.2% -$10.2K 0.55% 57
2025
Q1 		$4.08M Sell
42,372
-369
-0.9% -$37.4K 0.55% 52
2024
Q4 		$4.04M Buy
42,741
+18,906
+79% +$1.68M 0.54% 57
2024
Q3 		$1.85M Buy
23,835
+1,174
+5% +$80.2K 0.24% 102
2024
Q2 		$1.37M Buy
22,661
+781
+4% +$48.6K 0.19% 110
2024
Q1 		$1.49M Buy
21,880
+332
+2% +$22.1K 0.22% 113
2023
Q4 		$1.26M Buy
21,548
+1,611
+8% +$89K 0.2% 109
2023
Q3 		$1.17M Buy
19,937
+7,149
+56% +$473K 0.23% 95
2023
Q2 		$967K Sell
12,788
-167
-1% -$11.4K 0.19% 94
2023
Q1 		$861K Sell
12,955
-457
-3% -$26K 0.17% 95
2022
Q4 		$656K Sell
13,412
-364
-3% -$19K 0.13% 101
2022
Q3 		$779K Hold
13,776
– – 0.14% 102
2022
Q2 		$779K Sell
13,776
-23,959
-63% -$1.42M 0.14% 102
2022
Q1 		$2.58M Buy
37,735
+670
+2% +$41.7K 0.38% 35
2021
Q4 		$2.66M Sell
37,065
-2,915
-7% -$192K 0.38% 34
2021
Q3 		$2.33M Sell
39,980
-5,390
-12% -$312K 0.33% 41
2021
Q2 		$2.16M Sell
45,370
-24,200
-35% -$1.03M 0.31% 37
2021
Q1 		$2.57M Buy
69,570
+5,165
+8% +$169K 0.34% 35
2020
Q4 		$1.91M Buy
64,405
+15,130
+31% +$382K 0.32% 39
2020
Q3 		$1.16M Buy
49,275
+20,655
+72% +$533K 0.22% 53
2020
Q2 		$786K Buy
+28,620
New +$719K 0.18% 59

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Insight Wealth Strategies's FTNT Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Fortinet (FTNT) stake by 23% in Q3 2026, selling an estimated $2.15M and leaving 44,762 shares worth $8M. The position accounts for 0.79% of the portfolio, ranked #33.

Insight Wealth Strategies first reported a position in FTNT in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.23M in Q2 2026. 61 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Insight Wealth Strategies held 44,762 shares of Fortinet worth $8M as of Q3 2026.
  • Insight Wealth Strategies sold 13,281 Fortinet shares in Q3 2026, an estimated $2.15M.
  • Fortinet made up 0.79% of Insight Wealth Strategies's portfolio in Q3 2026, its #33 holding.
  • Insight Wealth Strategies first reported a position in Fortinet in Q2 2020 and has held it in 26 quarters since.
  • Insight Wealth Strategies's Fortinet position peaked at $9.23M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.