Lake Street Private Wealth’s Fortinet FTNT Stock Holding History

Lake Street Private Wealth’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	$297K	Buy	+1,935	New	+$224K	0.03%	233
2025 Q3	–	Sell	-2,485	Closed	-$263K	–	279
2025 Q2	$263K	Hold	2,485	–	–	0.04%	221
2025 Q1	$239K	Hold	2,485	–	–	0.04%	218
2024 Q4	$235K	Buy	+2,485	New	+$221K	0.04%	218
2022 Q1	–	Sell	-42,075	Closed	-$3.02M	–	332
2021 Q4	$3.02M	Buy	42,075 +4,140	+11%	+$272K	0.53%	52
2021 Q3	$2.22M	Buy	37,935 +3,625	+11%	+$210K	0.54%	56
2021 Q2	$1.66M	Buy	34,310 +2,835	+9%	+$121K	0.42%	70
2021 Q1	$1.16M	Buy	31,475 +270	+0.9%	+$8.83K	0.32%	85
2020 Q4	$927K	Buy	31,205 +140	+0.5%	+$3.54K	0.27%	94
2020 Q3	$732K	Buy	+31,065	New	+$802K	0.25%	94

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

Lake Street Private Wealth's FTNT Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in Fortinet (FTNT) in Q2 2026: 1,935 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings. This is a return to the name: Lake Street Private Wealth previously reported a position in FTNT as recently as Q2 2025.

Lake Street Private Wealth first reported a position in FTNT in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2021. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Lake Street Private Wealth held 1,935 shares of Fortinet worth $297K as of Q2 2026.
Fortinet was a new Lake Street Private Wealth position in Q2 2026.
Fortinet made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #233 holding.
Lake Street Private Wealth first reported a position in Fortinet in Q3 2020 and has held it in 10 quarters since.
Lake Street Private Wealth's Fortinet position peaked at $3.02M in Q4 2021.
1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.