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 Q2	$473K	Sell	3,078 -810	-21%	-$93.6K	0.06%	252
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Financial Advisors's FTNT Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Fortinet (FTNT) stake by 21% in Q2 2026, selling an estimated $93.6K and leaving 3,078 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #252.

Legacy Financial Advisors first reported a position in FTNT in Q1 2019 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Legacy Financial Advisors held 3,078 shares of Fortinet worth $473K as of Q2 2026.
Legacy Financial Advisors sold 810 Fortinet shares in Q2 2026, an estimated $93.6K.
Fortinet made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #252 holding.
Legacy Financial Advisors first reported a position in Fortinet in Q1 2019 and has held it in 4 quarters since.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.