MWM
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Mission Wealth Management’s Fortinet FTNT Stock Holding History

Mission 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 		$358K Sell
4,376
-41
-0.9% -$3.31K 0.01% 572
2025
Q4 		$351K Buy
4,417
+838
+23% +$69.5K 0.01% 578
2025
Q3 		$301K Sell
3,579
-262
-7% -$23.4K 0.01% 598
2025
Q2 		$406K Sell
3,841
-2
-0.1% -$202 0.01% 521
2025
Q1 		$370K Sell
3,843
-399
-9% -$40.5K 0.01% 525
2024
Q4 		$401K Sell
4,242
-25
-0.6% -$2.22K 0.01% 484
2024
Q3 		$331K Buy
4,267
+12
+0.3% +$820 0.01% 534
2024
Q2 		$256K Sell
4,255
-1,498
-26% -$93.1K 0.01% 561
2024
Q1 		$393K Buy
5,753
+1,329
+30% +$88.5K 0.01% 491
2023
Q4 		$259K Buy
4,424
+3
+0.1% +$166 0.01% 504
2023
Q3 		$259K Buy
4,421
+413
+10% +$27.3K 0.01% 468
2023
Q2 		$303K Sell
4,008
-227
-5% -$15.4K 0.01% 450
2023
Q1 		$281K Buy
4,235
+39
+0.9% +$2.22K 0.01% 454
2022
Q4 		$205K Sell
4,196
-852
-17% -$44.4K 0.01% 488
2022
Q3 		$248K Buy
5,048
+938
+23% +$50.8K 0.01% 429
2022
Q2 		$233K Sell
4,110
-110
-3% -$6.53K 0.01% 449
2022
Q1 		$288K Sell
4,220
-780
-16% -$48.5K 0.01% 430
2021
Q4 		$359K Buy
5,000
+70
+1% +$4.61K 0.02% 389
2021
Q3 		$288K Sell
4,930
-495
-9% -$28.7K 0.01% 418
2021
Q2 		$258K Buy
+5,425
New +$232K 0.01% 425

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

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

Mission Wealth Management reduced its Fortinet (FTNT) stake by 0.93% in Q1 2026, selling an estimated $3.31K and leaving 4,376 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #572.

Mission Wealth Management first reported a position in FTNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $406K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Mission Wealth Management held 4,376 shares of Fortinet worth $358K as of Q1 2026.
  • Mission Wealth Management sold 41 Fortinet shares in Q1 2026, an estimated $3.31K.
  • Fortinet made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #572 holding.
  • Mission Wealth Management first reported a position in Fortinet in Q2 2021 and has held it in 20 quarters since.
  • Mission Wealth Management's Fortinet position peaked at $406K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.