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Medallion Wealth Advisors’s Fortinet FTNT Stock Holding History

Medallion 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
Q1 		$49.4K Sell
605
-129
-18% -$10.4K 0.02% 475
2025
Q4 		$58.3K Sell
734
-425
-37% -$35.2K 0.02% 447
2025
Q3 		$97.4K Sell
1,159
-71
-6% -$6.34K 0.03% 359
2025
Q2 		$130K Hold
1,230
– – 0.05% 303
2025
Q1 		$118K Hold
1,230
– – 0.05% 278
2024
Q4 		$118K Buy
+1,230
New +$109K 0.06% 265

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's FTNT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Fortinet (FTNT) stake by 18% in Q1 2026, selling an estimated $10.4K and leaving 605 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #475.

Medallion Wealth Advisors first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $130K in Q2 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Medallion Wealth Advisors held 605 shares of Fortinet worth $49.4K as of Q1 2026.
  • Medallion Wealth Advisors sold 129 Fortinet shares in Q1 2026, an estimated $10.4K.
  • Fortinet made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #475 holding.
  • Medallion Wealth Advisors first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Fortinet position peaked at $130K in Q2 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.