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LifeGoal Wealth Advisors’s Fortinet FTNT Stock Holding History

LifeGoal Wealth 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 		$439K Sell
2,859
-261
-8% -$30.2K 0.2% 75
2026
Q1 		$253K Buy
+3,120
New +$252K 0.14% 90

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LifeGoal Wealth Advisors's FTNT Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Fortinet (FTNT) stake by 8.4% in Q2 2026, selling an estimated $30.2K and leaving 2,859 shares worth $439K. The position accounts for 0.2% of the portfolio, ranked #75.

LifeGoal Wealth Advisors first reported a position in FTNT in Q1 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,859 shares of Fortinet worth $439K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 261 Fortinet shares in Q2 2026, an estimated $30.2K.
  • Fortinet made up 0.2% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • LifeGoal Wealth Advisors first reported a position in Fortinet in Q1 2026 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.