MinichMacGregor Wealth Management
FTNT icon

MinichMacGregor Wealth Management’s Fortinet FTNT Stock Holding History

MinichMacGregor 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
Q3 		$1.06M Buy
+5,905
New +$957K 0.17% 58
2025
Q4 		– Sell
-41,558
Closed -$3.49M – 142
2025
Q3 		$3.49M Buy
+41,558
New +$3.71M 0.68% 43
2023
Q4 		– Sell
-61,729
Closed -$3.62M – 105
2023
Q3 		$3.62M Buy
61,729
+15,160
+33% +$1M 1.2% 29
2023
Q2 		$3.52M Buy
46,569
+7,087
+18% +$482K 1.1% 31
2023
Q1 		$2.62M Sell
39,482
-1,112
-3% -$63.2K 0.87% 32
2022
Q4 		$1.98M Buy
40,594
+5,886
+17% +$307K 0.72% 35
2022
Q3 		$1.7M Buy
34,708
+358
+1% +$19.4K 0.68% 40
2022
Q2 		$1.94M Buy
34,350
+4,720
+16% +$280K 0.8% 29
2022
Q1 		$2.02M Sell
29,630
-995
-3% -$61.9K 0.65% 39
2021
Q4 		$2.2M Buy
+30,625
New +$2.02M 0.67% 36
2020
Q3 		– Sell
-24,185
Closed -$663K – 65
2020
Q2 		$663K Buy
+24,185
New +$607K 0.37% 33
2017
Q4 		– Sell
-1,005
Closed -$7K – 498
2017
Q3 		$7K Hold
1,005
– – 0.01% 321
2017
Q2 		$7K Sell
1,005
-110
-10% -$852 0.01% 315
2017
Q1 		$8K Sell
1,115
-20
-2% -$141 0.01% 307
2016
Q4 		$6K Sell
1,135
-5,580
-83% -$34.9K 0.01% 323
2016
Q3 		$49K Hold
6,715
– – 0.05% 116
2016
Q2 		$42K Sell
6,715
-10
-0.1% -$65 0.04% 122
2016
Q1 		$41K Buy
+6,725
New +$37.1K 0.04% 120

Other funds holding FTNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MinichMacGregor Wealth Management's FTNT Position: Q3 2026 in Review

MinichMacGregor Wealth Management opened a new position in Fortinet (FTNT) in Q3 2026: 5,905 shares worth $1.06M. The stake represents 0.17% of the portfolio and ranks #58 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in FTNT as recently as Q3 2025.

MinichMacGregor Wealth Management first reported a position in FTNT in Q1 2016 and has held it in 18 quarters since. The position peaked at $3.62M in Q3 2023. 1,500 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • MinichMacGregor Wealth Management held 5,905 shares of Fortinet worth $1.06M as of Q3 2026.
  • Fortinet was a new MinichMacGregor Wealth Management position in Q3 2026.
  • Fortinet made up 0.17% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #58 holding.
  • MinichMacGregor Wealth Management first reported a position in Fortinet in Q1 2016 and has held it in 18 quarters since.
  • MinichMacGregor Wealth Management's Fortinet position peaked at $3.62M in Q3 2023.
  • 1,500 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.