Lodestone Wealth Management’s Fortinet FTNT Stock Holding History

Lodestone Wealth 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 Q3	$17.5K	Buy	98 +50	+104%	+$8.11K	0.01%	459
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Lodestone Wealth Management's FTNT Position: Q3 2026 in Review

Lodestone Wealth Management increased its Fortinet (FTNT) stake by 104% in Q3 2026, buying an estimated $8.11K and bringing the position to 98 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #459.

Lodestone Wealth Management first reported a position in FTNT in Q1 2024 and has held it in 10 quarters since. The position peaked at $371K in Q2 2025. 600 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

Lodestone Wealth Management held 98 shares of Fortinet worth $17.5K as of Q3 2026.
Lodestone Wealth Management bought 50 Fortinet shares in Q3 2026, an estimated $8.11K.
Fortinet made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #459 holding.
Lodestone Wealth Management first reported a position in Fortinet in Q1 2024 and has held it in 10 quarters since.
Lodestone Wealth Management's Fortinet position peaked at $371K in Q2 2025.
600 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.