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Meridian Wealth Management’s Fortinet FTNT Stock Holding History

Meridian Wealth 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
Q1 		$418K Sell
5,109
-218
-4% -$17.6K 0.01% 557
2025
Q4 		$423K Sell
5,327
-145
-3% -$12K 0.01% 539
2025
Q3 		$460K Sell
5,472
-7,840
-59% -$700K 0.02% 499
2025
Q2 		$1.41M Buy
13,312
+2,141
+19% +$216K 0.06% 250
2025
Q1 		$1.08M Buy
11,171
+3,547
+47% +$360K 0.05% 280
2024
Q4 		$720K Sell
7,624
-714
-9% -$63.5K 0.03% 342
2024
Q3 		$647K Buy
+8,338
New +$570K 0.03% 366
2024
Q1 		– Sell
-8,571
Closed -$502K – 311
2023
Q4 		$502K Sell
8,571
-429
-5% -$23.7K 0.03% 381
2023
Q3 		$528K Sell
9,000
-11
-0.1% -$728 0.03% 353
2023
Q2 		$681K Sell
9,011
-95,459
-91% -$6.49M 0.06% 266
2023
Q1 		$6.94M Sell
104,470
-347
-0.3% -$19.7K 0.61% 27
2022
Q4 		$5.12M Buy
104,817
+260
+0.2% +$13.6K 0.5% 36
2022
Q3 		$5.14M Sell
104,557
-50,870
-33% -$2.76M 0.55% 31
2022
Q2 		$8.79M Buy
155,427
+72
+0% +$4.28K 0.72% 23
2022
Q1 		$10.6M Sell
155,355
-3,795
-2% -$236K 1.16% 16
2021
Q4 		$11.4M Buy
159,150
+18,060
+13% +$1.19M 1.22% 14
2021
Q3 		$8.24M Buy
+141,090
New +$8.17M 1.02% 17
2020
Q3 		– Sell
-8,740
Closed -$239K – 268
2020
Q2 		$239K Buy
+8,740
New +$219K 0.08% 188

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

Meridian Wealth Management's FTNT Position: Q1 2026 in Review

Meridian Wealth Management reduced its Fortinet (FTNT) stake by 4.1% in Q1 2026, selling an estimated $17.6K and leaving 5,109 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #557.

Meridian Wealth Management first reported a position in FTNT in Q2 2020 and has held it in 18 quarters since. The position peaked at $11.4M in Q4 2021. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Meridian Wealth Management held 5,109 shares of Fortinet worth $418K as of Q1 2026.
  • Meridian Wealth Management sold 218 Fortinet shares in Q1 2026, an estimated $17.6K.
  • Fortinet made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #557 holding.
  • Meridian Wealth Management first reported a position in Fortinet in Q2 2020 and has held it in 18 quarters since.
  • Meridian Wealth Management's Fortinet position peaked at $11.4M in Q4 2021.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.