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Jacksonville Wealth Management’s Fortinet FTNT Stock Holding History

Jacksonville 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
Q1 		$863K Buy
10,556
+185
+2% +$14.9K 0.58% 32
2025
Q4 		$824K Hold
10,371
– – 0.58% 34
2025
Q3 		$872K Sell
10,371
-459
-4% -$41K 0.64% 30
2025
Q2 		$1.14M Sell
10,830
-379
-3% -$38.2K 0.92% 25
2025
Q1 		$1.08M Sell
11,209
-232
-2% -$23.5K 1.06% 22
2024
Q4 		$1.08M Buy
+11,441
New +$1.02M 1.01% 23

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

Jacksonville Wealth Management's FTNT Position: Q1 2026 in Review

Jacksonville Wealth Management increased its Fortinet (FTNT) stake by 1.8% in Q1 2026, buying an estimated $14.9K and bringing the position to 10,556 shares worth $863K. The position accounts for 0.58% of the portfolio, ranked #32.

Jacksonville Wealth Management first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Jacksonville Wealth Management held 10,556 shares of Fortinet worth $863K as of Q1 2026.
  • Jacksonville Wealth Management bought 185 Fortinet shares in Q1 2026, an estimated $14.9K.
  • Fortinet made up 0.58% of Jacksonville Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Jacksonville Wealth Management first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Fortinet position peaked at $1.14M in Q2 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.