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Integrated Wealth Concepts’s Fortinet FTNT Stock Holding History

Integrated Wealth Concepts’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 		$3.5M Buy
42,817
+26,122
+156% +$2.11M 0.03% 546
2025
Q4 		$1.33M Sell
16,695
-2,951
-15% -$245K 0.02% 664
2025
Q3 		$1.65M Sell
19,646
-5,144
-21% -$459K 0.01% 752
2025
Q2 		$2.62M Buy
24,790
+10,857
+78% +$1.1M 0.03% 532
2025
Q1 		$1.34M Buy
13,933
+194
+1% +$19.7K 0.02% 702
2024
Q4 		$1.3M Buy
13,739
+1,734
+14% +$154K 0.02% 714
2024
Q3 		$931K Buy
12,005
+1,088
+10% +$74.3K 0.01% 832
2024
Q2 		$658K Sell
10,917
-219
-2% -$13.6K 0.01% 935
2024
Q1 		$761K Buy
11,136
+3,089
+38% +$206K 0.01% 874
2023
Q4 		$471K Sell
8,047
-1,440
-15% -$79.6K 0.01% 1024
2023
Q3 		$557K Sell
9,487
-295
-3% -$19.5K 0.01% 939
2023
Q2 		$739K Buy
9,782
+1,194
+14% +$81.2K 0.01% 809
2023
Q1 		$571K Buy
8,588
+2,851
+50% +$162K 0.01% 813
2022
Q4 		$280K Sell
5,737
-615
-10% -$32K 0.01% 840
2022
Q3 		$312K Sell
6,352
-418
-6% -$22.6K 0.01% 723
2022
Q2 		$383K Buy
6,770
+1,895
+39% +$113K 0.01% 674
2022
Q1 		$333K Sell
4,875
-2,160
-31% -$134K 0.01% 708
2021
Q4 		$506K Buy
7,035
+360
+5% +$23.7K 0.02% 613
2021
Q3 		$390K Buy
+6,675
New +$386K 0.01% 642

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

Integrated Wealth Concepts's FTNT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Fortinet (FTNT) stake by 156% in Q1 2026, buying an estimated $2.11M and bringing the position to 42,817 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #546.

Integrated Wealth Concepts first reported a position in FTNT in Q3 2021 and has held it in 19 quarters since. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Integrated Wealth Concepts held 42,817 shares of Fortinet worth $3.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 26,122 Fortinet shares in Q1 2026, an estimated $2.11M.
  • Fortinet made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #546 holding.
  • Integrated Wealth Concepts first reported a position in Fortinet in Q3 2021 and has held it in 19 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.