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Lifestyle Asset Management’s Fortinet FTNT Stock Holding History

Lifestyle Asset Management’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 		$4.18M Sell
27,226
-75
-0.3% -$8.67K 1.12% 23
2026
Q1 		$2.23M Buy
27,301
+4,488
+20% +$362K 0.73% 34
2025
Q4 		$1.81M Buy
22,813
+2,033
+10% +$169K 0.59% 48
2025
Q3 		$1.75M Buy
20,780
+4,731
+29% +$422K 0.6% 49
2025
Q2 		$1.7M Buy
16,049
+12,098
+306% +$1.22M 0.79% 25
2025
Q1 		$380K Sell
3,951
-486
-11% -$49.3K 0.21% 64
2024
Q4 		$419K Sell
4,437
-178
-4% -$15.8K 0.23% 59
2024
Q3 		$358K Buy
4,615
+543
+13% +$37.1K 0.2% 64
2024
Q2 		$245K Buy
4,072
+828
+26% +$51.5K 0.14% 85
2024
Q1 		$222K Sell
3,244
-435
-12% -$29K 0.13% 90
2023
Q4 		$215K Buy
3,679
+171
+5% +$9.45K 0.12% 85
2023
Q3 		$206K Sell
3,508
-17,262
-83% -$1.14M 0.12% 81
2023
Q2 		$1.57M Sell
20,770
-1,497
-7% -$102K 0.94% 13
2023
Q1 		$1.48M Sell
22,267
-16
-0.1% -$910 0.99% 14
2022
Q4 		$1.09M Buy
+22,283
New +$1.16M 0.87% 20

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lifestyle Asset Management's FTNT Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Fortinet (FTNT) stake by 0.27% in Q2 2026, selling an estimated $8.67K and leaving 27,226 shares worth $4.18M. The position accounts for 1.12% of the portfolio, ranked #23.

Lifestyle Asset Management first reported a position in FTNT in Q4 2022 and has held it in 15 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Lifestyle Asset Management held 27,226 shares of Fortinet worth $4.18M as of Q2 2026.
  • Lifestyle Asset Management sold 75 Fortinet shares in Q2 2026, an estimated $8.67K.
  • Fortinet made up 1.12% of Lifestyle Asset Management's portfolio in Q2 2026, its #23 holding.
  • Lifestyle Asset Management first reported a position in Fortinet in Q4 2022 and has held it in 15 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.