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Marshall & Sterling Wealth Advisors’s Fortinet FTNT Stock Holding History

Marshall & Sterling Wealth 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 		$5.38K Hold
35
– – ﹤0.01% 265
2026
Q1 		$2.86K Sell
35
-17
-33% -$1.37K ﹤0.01% 278
2025
Q4 		$4.13K Hold
52
– – ﹤0.01% 266
2025
Q3 		$4.37K Sell
52
-66
-56% -$5.89K ﹤0.01% 520
2025
Q2 		$12.5K Buy
118
+17
+17% +$1.72K 0.01% 299
2025
Q1 		$9.72K Buy
101
+66
+189% +$6.69K 0.01% 323
2024
Q4 		$3.31K Buy
+35
New +$3.11K ﹤0.01% 280

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FTNT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Fortinet (FTNT) position steady in Q2 2026 at 35 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Marshall & Sterling Wealth Advisors first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q2 2025. 332 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 35 shares of Fortinet worth $5.38K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Fortinet position peaked at $12.5K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.