LWCFA
FTNT icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Fortinet FTNT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$69.1K Hold
450
– – ﹤0.01% 411
2026
Q1 		$34.5K Buy
450
+378
+525% +$30.5K ﹤0.01% 447
2025
Q4 		$5.73K Buy
+72
New +$5.97K ﹤0.01% 511

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FTNT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Fortinet (FTNT) position steady in Q2 2026 at 450 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,176 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 450 shares of Fortinet worth $69.1K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #411 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.