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Legacy Financial Advisors’s Fortinet FTNT Stock Holding History

Legacy Financial 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
Q1 		$318K Buy
3,888
+1,151
+42% +$93K 0.04% 311
2025
Q4 		$217K Buy
+2,737
New +$227K 0.03% 375
2019
Q2 		– Sell
-395
Closed -$7K – 406
2019
Q1 		$7K Buy
+395
New +$6.3K ﹤0.01% 688

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

Legacy Financial Advisors's FTNT Position: Q1 2026 in Review

Legacy Financial Advisors increased its Fortinet (FTNT) stake by 42% in Q1 2026, buying an estimated $93K and bringing the position to 3,888 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #311.

Legacy Financial Advisors first reported a position in FTNT in Q1 2019 and has held it in 3 quarters since. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Legacy Financial Advisors held 3,888 shares of Fortinet worth $318K as of Q1 2026.
  • Legacy Financial Advisors bought 1,151 Fortinet shares in Q1 2026, an estimated $93K.
  • Fortinet made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #311 holding.
  • Legacy Financial Advisors first reported a position in Fortinet in Q1 2019 and has held it in 3 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.