Institute for Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.45M | Sell |
54,410
-280
| -0.5% | -$22.6K | 0.47% | 38 |
|
|
2025
Q4 | $4.34M | Sell |
54,690
-195
| -0.4% | -$16.2K | 0.46% | 42 |
|
|
2025
Q3 | $4.61M | Sell |
54,885
-1,688
| -3% | -$151K | 0.48% | 37 |
|
|
2025
Q2 | $5.98M | Sell |
56,573
-105
| -0.2% | -$10.6K | 0.67% | 26 |
|
|
2025
Q1 | $5.46M | Sell |
56,678
-805
| -1% | -$81.6K | 0.7% | 22 |
|
|
2024
Q4 | $5.43M | Sell |
57,483
-260
| -0.5% | -$23.1K | 0.68% | 22 |
|
|
2024
Q3 | $4.48M | Buy |
57,743
+43
| +0.1% | +$2.94K | 0.57% | 33 |
|
|
2024
Q2 | $3.48M | Buy |
57,700
+780
| +1% | +$48.5K | 0.47% | 39 |
|
|
2024
Q1 | $3.89M | Sell |
56,920
-112
| -0.2% | -$7.46K | 0.5% | 37 |
|
|
2023
Q4 | $3.34M | Sell |
57,032
-657
| -1% | -$36.3K | 0.54% | 37 |
|
|
2023
Q3 | $3.39M | Sell |
57,689
-211
| -0.4% | -$14K | 0.61% | 31 |
|
|
2023
Q2 | $4.38M | Buy |
57,900
+9
| +0% | +$612 | 0.74% | 19 |
|
|
2023
Q1 | $3.85M | Sell |
57,891
-601
| -1% | -$34.2K | 0.73% | 20 |
|
|
2022
Q4 | $2.86M | Sell |
58,492
-1,041
| -2% | -$54.3K | 0.6% | 34 |
|
|
2022
Q3 | $2.92M | Hold |
59,533
| – | – | 0.66% | 30 |
|
|
2022
Q2 | $3.37M | Sell |
59,533
-322
| -0.5% | -$19.1K | 0.66% | 24 |
|
|
2022
Q1 | $4.09M | Sell |
59,855
-135
| -0.2% | -$8.39K | 0.66% | 23 |
|
|
2021
Q4 | $4.31M | Sell |
59,990
-745
| -1% | -$49K | 0.7% | 23 |
|
|
2021
Q3 | $3.55M | Sell |
60,735
-280
| -0.5% | -$16.2K | 0.62% | 28 |
|
|
2021
Q2 | $2.91M | Hold |
61,015
| – | – | 0.51% | 42 |
|
|
2021
Q1 | $2.25M | Sell |
61,015
-620
| -1% | -$20.3K | 0.43% | 56 |
|
|
2020
Q4 | $1.83M | Sell |
61,635
-1,495
| -2% | -$37.8K | 0.36% | 67 |
|
|
2020
Q3 | $1.49M | Buy |
63,130
+405
| +0.6% | +$10.5K | 0.34% | 76 |
|
|
2020
Q2 | $1.72M | Hold |
62,725
| – | – | 0.42% | 50 |
|
|
2020
Q1 | $1.27M | Buy |
+62,725
| New | +$1.34M | 0.39% | 62 |
|
|
2019
Q2 | – | Sell |
-82,705
| Closed | -$1.39M | – | 480 |
|
|
2019
Q1 | $1.39M | Hold |
82,705
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $1.17M | Sell |
82,705
-990
| -1% | -$15.1K | 0.48% | 57 |
|
|
2018
Q3 | $1.5M | Hold |
83,695
| – | – | 0.51% | 61 |
|
|
2018
Q2 | $1.04M | Sell |
83,695
-95
| -0.1% | -$1.13K | 0.33% | 105 |
|
|
2018
Q1 | $931K | Sell |
83,790
-20
| -0% | -$195 | 0.27% | 132 |
|
|
2017
Q4 | $731K | Sell |
83,810
-7,700
| -8% | -$62.7K | 0.17% | 174 |
|
|
2017
Q3 | $658K | Buy |
91,510
+20
| +0% | +$152 | 0.21% | 157 |
|
|
2017
Q2 | $684K | Buy |
+91,490
| New | +$709K | 0.19% | 177 |
|
Other funds holding FTNT
VCM
VPM
Institute for Wealth Management's FTNT Position: Q1 2026 in Review
Institute for Wealth Management reduced its Fortinet (FTNT) stake by 0.51% in Q1 2026, selling an estimated $22.6K and leaving 54,410 shares worth $4.45M. The position accounts for 0.47% of the portfolio, ranked #38.
Institute for Wealth Management first reported a position in FTNT in Q2 2017 and has held it in 33 quarters since. The position peaked at $5.98M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.
- Institute for Wealth Management held 54,410 shares of Fortinet worth $4.45M as of Q1 2026.
- Institute for Wealth Management sold 280 Fortinet shares in Q1 2026, an estimated $22.6K.
- Fortinet made up 0.47% of Institute for Wealth Management's portfolio in Q1 2026, its #38 holding.
- Institute for Wealth Management first reported a position in Fortinet in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Fortinet position peaked at $5.98M in Q2 2025.
- 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.