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Legacy Wealth Management (Idaho)’s Fortinet FTNT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.72K Sell
21
-18
-46% -$1.45K ﹤0.01% 799
2025
Q4 		$3.1K Buy
+39
New +$3.23K ﹤0.01% 607
2025
Q3 		– Sell
-16
Closed -$1.69K – 798
2025
Q2 		$1.69K Buy
16
+2
+14% +$202 ﹤0.01% 539
2025
Q1 		$1.35K Hold
14
– – ﹤0.01% 600
2024
Q4 		$1.51K Buy
+14
New +$1.25K ﹤0.01% 540

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 Wealth Management (Idaho)'s FTNT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Fortinet (FTNT) stake by 46% in Q1 2026, selling an estimated $1.45K and leaving 21 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Legacy Wealth Management (Idaho) first reported a position in FTNT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.1K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 21 shares of Fortinet worth $1.72K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 18 Fortinet shares in Q1 2026, an estimated $1.45K.
  • Fortinet made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #799 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Fortinet in Q4 2024 and has held it in 5 quarters since.
  • Legacy Wealth Management (Idaho)'s Fortinet position peaked at $3.1K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.