LVW Advisors
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LVW Advisors’s Fortinet FTNT Stock Holding History

LVW 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
Q3 		$529K Buy
2,962
+288
+11% +$46.7K 0.04% 248
2026
Q2 		$411K Buy
2,674
+28
+1% +$3.24K 0.04% 278
2026
Q1 		$216K Buy
+2,646
New +$214K 0.02% 403
2025
Q3 		– Sell
-2,417
Closed -$256K – 355
2025
Q2 		$256K Sell
2,417
-84
-3% -$8.48K 0.03% 286
2025
Q1 		$241K Buy
+2,501
New +$254K 0.03% 271

Other funds holding FTNT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's FTNT Position: Q3 2026 in Review

LVW Advisors increased its Fortinet (FTNT) stake by 11% in Q3 2026, buying an estimated $46.7K and bringing the position to 2,962 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #248.

LVW Advisors first reported a position in FTNT in Q1 2025 and has held it in 5 quarters since. 963 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • LVW Advisors held 2,962 shares of Fortinet worth $529K as of Q3 2026.
  • LVW Advisors bought 288 Fortinet shares in Q3 2026, an estimated $46.7K.
  • Fortinet made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #248 holding.
  • LVW Advisors first reported a position in Fortinet in Q1 2025 and has held it in 5 quarters since.
  • 963 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.