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Milestone Asset Management’s Fortinet FTNT Stock Holding History

Milestone Asset 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
Q3 		$10.3M Buy
+57,520
New +$9.33M 1.63% 12
2025
Q1 		– Sell
-17,890
Closed -$1.69M – 219
2024
Q4 		$1.69M Buy
+17,890
New +$1.59M 0.37% 72

Other funds holding FTNT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Milestone Asset Management's FTNT Position: Q3 2026 in Review

Milestone Asset Management opened a new position in Fortinet (FTNT) in Q3 2026: 57,520 shares worth $10.3M. The stake represents 1.63% of the portfolio and ranks #12 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in FTNT as recently as Q4 2024.

Milestone Asset Management first reported a position in FTNT in Q4 2024 and has held it in 2 quarters since. 1,430 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Milestone Asset Management held 57,520 shares of Fortinet worth $10.3M as of Q3 2026.
  • Fortinet was a new Milestone Asset Management position in Q3 2026.
  • Fortinet made up 1.63% of Milestone Asset Management's portfolio in Q3 2026, its #12 holding.
  • Milestone Asset Management first reported a position in Fortinet in Q4 2024 and has held it in 2 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.