Kingswood Wealth Advisors’s Fortinet FTNT Stock Holding History

Kingswood 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	$485K	Sell	3,154 -218	-6%	-$25.2K	0.02%	617
2026 Q1	$276K	Sell	3,372 -548	-14%	-$44.3K	0.01%	745
2025 Q4	$311K	Buy	3,920 +153	+4%	+$12.7K	0.02%	666
2025 Q3	$317K	Buy	+3,767	New	+$336K	0.02%	610
2024 Q4	–	Sell	-5,937	Closed	-$460K	–	836
2024 Q3	$460K	Buy	+5,937	New	+$406K	0.03%	473

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Fortinet (FTNT) stake by 6.5% in Q2 2026, selling an estimated $25.2K and leaving 3,154 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #617.

Kingswood Wealth Advisors first reported a position in FTNT in Q3 2024 and has held it in 5 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Kingswood Wealth Advisors held 3,154 shares of Fortinet worth $485K as of Q2 2026.
Kingswood Wealth Advisors sold 218 Fortinet shares in Q2 2026, an estimated $25.2K.
Fortinet made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #617 holding.
Kingswood Wealth Advisors first reported a position in Fortinet in Q3 2024 and has held it in 5 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.