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Marshall Financial Group (Maryland)’s Fortinet FTNT Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.79M Buy
+11,627
New +$1.34M 0.26% 79
2025
Q3 		– Sell
-2,068
Closed -$221K – 261
2025
Q2 		$221K Buy
+2,068
New +$209K 0.04% 239
2025
Q1 		– Sell
-2,261
Closed -$214K – 238
2024
Q4 		$214K Sell
2,261
-384
-15% -$34.2K 0.05% 210
2024
Q3 		$205K Buy
+2,645
New +$181K 0.05% 209
2024
Q2 		– Sell
-26,561
Closed -$1.81M – 178
2024
Q1 		$1.81M Buy
26,561
+1,148
+5% +$76.4K 0.52% 53
2023
Q4 		$1.49M Buy
+25,413
New +$1.4M 0.48% 56
2022
Q4 		– Sell
-4,705
Closed -$231K – 180
2022
Q3 		$231K Sell
4,705
-30
-0.6% -$1.63K 0.1% 166
2022
Q2 		$268K Sell
4,735
-5,865
-55% -$348K 0.11% 159
2022
Q1 		$724K Sell
10,600
-190
-2% -$11.8K 0.3% 127
2021
Q4 		$776K Sell
10,790
-3,510
-25% -$231K 0.29% 128
2021
Q3 		$835K Sell
14,300
-605
-4% -$35K 0.43% 75
2021
Q2 		$710K Sell
14,905
-30,320
-67% -$1.29M 0.38% 88
2021
Q1 		$1.67M Buy
45,225
+530
+1% +$17.3K 1% 20
2020
Q4 		$1.33M Buy
+44,695
New +$1.13M 0.87% 28

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FTNT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Fortinet (FTNT) in Q2 2026: 11,627 shares worth $1.79M. The stake represents 0.26% of the portfolio and ranks #79 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in FTNT as recently as Q2 2025.

Marshall Financial Group (Maryland) first reported a position in FTNT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2024. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 11,627 shares of Fortinet worth $1.79M as of Q2 2026.
  • Fortinet was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Fortinet made up 0.26% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #79 holding.
  • Marshall Financial Group (Maryland) first reported a position in Fortinet in Q4 2020 and has held it in 14 quarters since.
  • Marshall Financial Group (Maryland)'s Fortinet position peaked at $1.81M in Q1 2024.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.