JGP 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
Q2
$2.3M Buy
14,950
+264
+2% +$30.5K 0.21% 64
2026
Q1
$1.2M Sell
14,686
-116
-0.8% -$9.37K 0.12% 92
2025
Q4
$1.18M Buy
14,802
+719
+5% +$59.6K 0.12% 100
2025
Q3
$1.22M Buy
14,083
+305
+2% +$27.2K 0.13% 90
2025
Q2
$1.46M Buy
13,778
+169
+1% +$17.1K 0.18% 75
2025
Q1
$1.31M Sell
13,609
-2,480
-15% -$251K 0.17% 78
2024
Q4
$1.52M Buy
16,089
+54
+0.3% +$4.8K 0.2% 71
2024
Q3
$1.24M Buy
16,035
+532
+3% +$36.3K 0.16% 79
2024
Q2
$934K Buy
15,503
+653
+4% +$40.6K 0.13% 83
2024
Q1
$1.01M Sell
14,850
-185
-1% -$12.3K 0.15% 83
2023
Q4
$880K Sell
15,035
-1
-0% -$55 0.13% 94
2023
Q3
$882K Sell
15,036
-63
-0.4% -$4.17K 0.15% 86
2023
Q2
$1.14M Sell
15,099
-247
-2% -$16.8K 0.19% 76
2023
Q1
$1.02M Sell
15,346
-6
-0% -$341 0.18% 79
2022
Q4
$751K Buy
15,352
+430
+3% +$22.4K 0.14% 88
2022
Q3
$768K Buy
14,922
+1,920
+15% +$104K 0.16% 83
2022
Q2
$778K Buy
13,002
+47
+0.4% +$2.79K 0.16% 82
2022
Q1
$870K Sell
12,955
-3,040
-19% -$189K 0.16% 81
2021
Q4
$971K Buy
15,995
+1,740
+12% +$115K 0.18% 77
2021
Q3
$833K Buy
14,255
+1,040
+8% +$60.2K 0.18% 78
2021
Q2
$630K Buy
+13,215
New +$564K 0.14% 88

Other funds holding FTNT

JGP Wealth Management's FTNT Position: Q2 2026 in Review

JGP Wealth Management increased its Fortinet (FTNT) stake by 1.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 14,950 shares worth $2.3M. The position accounts for 0.21% of the portfolio, ranked #64.

JGP Wealth Management first reported a position in FTNT in Q2 2021 and has held it in 21 quarters since. 477 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • JGP Wealth Management held 14,950 shares of Fortinet worth $2.3M as of Q2 2026.
  • JGP Wealth Management bought 264 Fortinet shares in Q2 2026, an estimated $30.5K.
  • Fortinet made up 0.21% of JGP Wealth Management's portfolio in Q2 2026, its #64 holding.
  • JGP Wealth Management first reported a position in Fortinet in Q2 2021 and has held it in 21 quarters since.
  • 477 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.