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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Trust's FTNT Position: Q1 2026 in Review

Legacy Trust increased its Fortinet (FTNT) stake by 68% in Q1 2026, buying an estimated $141K and bringing the position to 4,319 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #161.

Legacy Trust first reported a position in FTNT in Q4 2022 and has held it in 13 quarters since. The position peaked at $490K in Q2 2023. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Legacy Trust held 4,319 shares of Fortinet worth $353K as of Q1 2026.
Legacy Trust bought 1,750 Fortinet shares in Q1 2026, an estimated $141K.
Fortinet made up 0.07% of Legacy Trust's portfolio in Q1 2026, its #161 holding.
Legacy Trust first reported a position in Fortinet in Q4 2022 and has held it in 13 quarters since.
Legacy Trust's Fortinet position peaked at $490K in Q2 2023.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.