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JFS Wealth Advisors’s Fortinet FTNT Stock Holding History

JFS Wealth Advisors’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
Q2 		$101K Sell
660
-5
-0.8% -$578 0.01% 430
2026
Q1 		$54.3K Sell
665
-30
-4% -$2.42K ﹤0.01% 504
2025
Q4 		$55.2K Buy
695
+30
+5% +$2.49K ﹤0.01% 493
2025
Q3 		$55.9K Buy
665
+30
+5% +$2.68K ﹤0.01% 488
2025
Q2 		$67.1K Sell
635
-71
-10% -$7.16K ﹤0.01% 426
2025
Q1 		$68K Sell
706
-56
-7% -$5.68K ﹤0.01% 422
2024
Q4 		$72K Sell
762
-12
-2% -$1.07K ﹤0.01% 401
2024
Q3 		$60K Sell
774
-7
-0.9% -$478 ﹤0.01% 437
2024
Q2 		$47.1K Sell
781
-10
-1% -$622 ﹤0.01% 427
2024
Q1 		$54K Buy
791
+67
+9% +$4.46K ﹤0.01% 413
2023
Q4 		$42.4K Buy
724
+37
+5% +$2.04K ﹤0.01% 434
2023
Q3 		$40.3K Sell
687
-25
-4% -$1.66K ﹤0.01% 405
2023
Q2 		$53.8K Sell
712
-10
-1% -$680 ﹤0.01% 363
2023
Q1 		$48K Buy
722
+22
+3% +$1.25K ﹤0.01% 378
2022
Q4 		$34.2K Sell
700
-88
-11% -$4.59K ﹤0.01% 421
2022
Q3 		$39K Buy
788
+143
+22% +$7.75K ﹤0.01% 434
2022
Q2 		$36K Sell
645
-100
-13% -$5.94K ﹤0.01% 458
2022
Q1 		$51K Buy
745
+560
+303% +$34.8K ﹤0.01% 424
2021
Q4 		$13K Buy
185
+90
+95% +$5.92K ﹤0.01% 644
2021
Q3 		$6K Hold
95
– – ﹤0.01% 699
2021
Q2 		$5K Hold
95
– – ﹤0.01% 490
2021
Q1 		$4K Hold
95
– – ﹤0.01% 484
2020
Q4 		$3K Hold
95
– – ﹤0.01% 508
2020
Q3 		$2K Hold
95
– – ﹤0.01% 514
2020
Q2 		$3K Hold
95
– – ﹤0.01% 462
2020
Q1 		$2K Sell
95
-55
-37% -$1.18K ﹤0.01% 438
2019
Q4 		$3K Buy
+150
New +$2.82K ﹤0.01% 432

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JFS Wealth Advisors's FTNT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Fortinet (FTNT) stake by 0.75% in Q2 2026, selling an estimated $578 and leaving 660 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #430.

JFS Wealth Advisors first reported a position in FTNT in Q4 2019 and has held it in 27 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • JFS Wealth Advisors held 660 shares of Fortinet worth $101K as of Q2 2026.
  • JFS Wealth Advisors sold 5 Fortinet shares in Q2 2026, an estimated $578.
  • Fortinet made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • JFS Wealth Advisors first reported a position in Fortinet in Q4 2019 and has held it in 27 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.