LVM Capital Management’s Fortinet FTNT Stock Holding History

LVM Capital 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	$15.3M	Sell	99,761 -145	-0.1%	-$16.8K	1.28%	27
2026 Q1	$8.16M	Buy	99,906 +2,355	+2%	+$190K	0.77%	35
2025 Q4	$7.75M	Sell	97,551 -111	-0.1%	-$9.21K	0.72%	36
2025 Q3	$8.21M	Buy	97,662 +7,605	+8%	+$679K	0.79%	34
2025 Q2	$9.52M	Buy	90,057 +843	+0.9%	+$85.1K	0.99%	32
2025 Q1	$8.59M	Sell	89,214 -613	-0.7%	-$62.1K	0.96%	33
2024 Q4	$8.49M	Buy	89,827 +8,707	+11%	+$774K	0.91%	32
2024 Q3	$4.89M	Hold	81,120	–	–	0.56%	38
2024 Q2	$4.89M	Buy	+81,120	New	+$5.04M	0.56%	38

Other funds holding FTNT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LVM Capital Management's FTNT Position: Q2 2026 in Review

LVM Capital Management reduced its Fortinet (FTNT) stake by 0.15% in Q2 2026, selling an estimated $16.8K and leaving 99,761 shares worth $15.3M. The position accounts for 1.28% of the portfolio, ranked #27.

LVM Capital Management first reported a position in FTNT in Q2 2024 and has held it in 9 quarters since. 665 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

LVM Capital Management held 99,761 shares of Fortinet worth $15.3M as of Q2 2026.
LVM Capital Management sold 145 Fortinet shares in Q2 2026, an estimated $16.8K.
Fortinet made up 1.28% of LVM Capital Management's portfolio in Q2 2026, its #27 holding.
LVM Capital Management first reported a position in Fortinet in Q2 2024 and has held it in 9 quarters since.
665 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.