Investment Advisory Group’s Fortinet FTNT Stock Holding History

Investment Advisory 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 Q1	$415K	Buy	5,075 +17	+0.3%	+$1.37K	0.11%	123
2025 Q4	$402K	Hold	5,058	–	–	0.1%	121
2025 Q3	$425K	Sell	5,058 -5	-0.1%	-$446	0.12%	115
2025 Q2	$535K	Buy	5,063 +3	+0.1%	+$303	0.16%	102
2025 Q1	$487K	Buy	5,060 +2	+0%	+$203	0.16%	99
2024 Q4	$478K	Hold	5,058	–	–	0.16%	100
2024 Q3	$392K	Buy	5,058 +32	+0.6%	+$2.19K	0.14%	108
2024 Q2	$303K	Sell	5,026 -6	-0.1%	-$373	0.12%	119
2024 Q1	$344K	Buy	5,032 +24	+0.5%	+$1.6K	0.14%	107
2023 Q4	$293K	Sell	5,008 -2	-0%	-$111	0.13%	109
2023 Q3	$294K	Buy	5,010 +10	+0.2%	+$662	0.15%	99
2023 Q2	$378K	Hold	5,000	–	–	0.19%	86
2023 Q1	$332K	Hold	5,000	–	–	0.19%	90
2022 Q4	$244K	Hold	5,000	–	–	0.15%	115
2022 Q3	$246K	Buy	+5,000	New	+$271K	0.17%	103

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Advisory Group's FTNT Position: Q1 2026 in Review

Investment Advisory Group increased its Fortinet (FTNT) stake by 0.34% in Q1 2026, buying an estimated $1.37K and bringing the position to 5,075 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #123.

Investment Advisory Group first reported a position in FTNT in Q3 2022 and has held it in 15 quarters since. The position peaked at $535K in Q2 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Investment Advisory Group held 5,075 shares of Fortinet worth $415K as of Q1 2026.
Investment Advisory Group bought 17 Fortinet shares in Q1 2026, an estimated $1.37K.
Fortinet made up 0.11% of Investment Advisory Group's portfolio in Q1 2026, its #123 holding.
Investment Advisory Group first reported a position in Fortinet in Q3 2022 and has held it in 15 quarters since.
Investment Advisory Group's Fortinet position peaked at $535K in Q2 2025.
1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.