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Legacy Trust’s Fortinet FTNT Stock Holding History

Legacy Trust’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
Q3 		$635K Buy
4,667
+315
+7% +$51.1K 0.11% 126
2026
Q2 		$669K Buy
4,352
+33
+0.8% +$3.81K 0.12% 112
2026
Q1 		$353K Buy
4,319
+1,750
+68% +$141K 0.07% 161
2025
Q4 		$204K Sell
2,569
-124
-5% -$10.3K 0.04% 187
2025
Q3 		$226K Hold
2,693
– – 0.04% 179
2025
Q2 		$285K Sell
2,693
-192
-7% -$19.4K 0.07% 123
2025
Q1 		$278K Sell
2,885
-19
-0.7% -$1.93K 0.07% 137
2024
Q4 		$274K Sell
2,904
-81
-3% -$7.2K 0.06% 138
2024
Q3 		$231K Buy
+2,985
New +$204K 0.05% 150
2024
Q2 		– Sell
-3,042
Closed -$208K – 147
2024
Q1 		$208K Sell
3,042
-2,807
-48% -$187K 0.05% 146
2023
Q4 		$342K Sell
5,849
-620
-10% -$34.3K 0.09% 128
2023
Q3 		$380K Sell
6,469
-15
-0.2% -$993 0.11% 113
2023
Q2 		$490K Sell
6,484
-101
-2% -$6.87K 0.14% 105
2023
Q1 		$438K Sell
6,585
-149
-2% -$8.47K 0.13% 108
2022
Q4 		$329K Buy
+6,734
New +$351K 0.1% 116

Other funds holding FTNT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Legacy Trust's FTNT Position: Q3 2026 in Review

Legacy Trust increased its Fortinet (FTNT) stake by 7.2% in Q3 2026, buying an estimated $51.1K and bringing the position to 4,667 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #126.

Legacy Trust first reported a position in FTNT in Q4 2022 and has held it in 15 quarters since. The position peaked at $669K in Q2 2026. 1,041 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Legacy Trust held 4,667 shares of Fortinet worth $635K as of Q3 2026.
  • Legacy Trust bought 315 Fortinet shares in Q3 2026, an estimated $51.1K.
  • Fortinet made up 0.11% of Legacy Trust's portfolio in Q3 2026, its #126 holding.
  • Legacy Trust first reported a position in Fortinet in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Fortinet position peaked at $669K in Q2 2026.
  • 1,041 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.