Lodestone Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.37K Hold
48
﹤0.01% 553
2026
Q1
$3.92K Hold
48
﹤0.01% 609
2025
Q4
$3.81K Buy
+48
New +$3.98K ﹤0.01% 619
2025
Q3
Sell
-3,505
Closed -$371K 174
2025
Q2
$371K Sell
3,505
-87
-2% -$8.78K 0.18% 114
2025
Q1
$346K Buy
3,592
+206
+6% +$20.9K 0.18% 111
2024
Q4
$320K Sell
3,386
-2
-0.1% -$178 0.16% 112
2024
Q3
$263K Sell
3,388
-130
-4% -$8.88K 0.13% 122
2024
Q2
$212K Buy
3,518
+208
+6% +$12.9K 0.11% 144
2024
Q1
$226K Buy
+3,310
New +$220K 0.12% 144

Other funds holding FTNT

Lodestone Wealth Management's FTNT Position: Q2 2026 in Review

Lodestone Wealth Management held its Fortinet (FTNT) position steady in Q2 2026 at 48 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Lodestone Wealth Management first reported a position in FTNT in Q1 2024 and has held it in 9 quarters since. The position peaked at $371K in Q2 2025. 598 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Lodestone Wealth Management held 48 shares of Fortinet worth $7.37K as of Q2 2026.
  • Lodestone Wealth Management left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Lodestone Wealth Management first reported a position in Fortinet in Q1 2024 and has held it in 9 quarters since.
  • Lodestone Wealth Management's Fortinet position peaked at $371K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.