Modera Wealth Management’s Fortinet FTNT Stock Holding History

Modera 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 Q2	$14.2M	Sell	92,578 -3,363	-4%	-$389K	0.15%	105
2026 Q1	$7.84M	Sell	95,941 -2,191	-2%	-$177K	0.09%	143
2025 Q4	$7.79M	Sell	98,132 -1,126	-1%	-$93.4K	0.09%	145
2025 Q3	$8.35M	Sell	99,258 -4,170	-4%	-$372K	0.1%	140
2025 Q2	$10.9M	Buy	103,428 +4,418	+4%	+$446K	0.14%	119
2025 Q1	$9.53M	Sell	99,010 -2,608	-3%	-$264K	0.13%	125
2024 Q4	$9.6M	Buy	101,618 +4,160	+4%	+$370K	0.12%	122
2024 Q3	$7.56M	Buy	97,458 +2,783	+3%	+$190K	0.1%	134
2024 Q2	$5.71M	Buy	94,675 +8,485	+10%	+$528K	0.08%	144
2024 Q1	$5.89M	Buy	86,190 +3,482	+4%	+$232K	0.09%	143
2023 Q4	$4.84M	Buy	82,708 +5,344	+7%	+$295K	0.08%	159
2023 Q3	$4.54M	Buy	77,364 +6,424	+9%	+$425K	0.09%	154
2023 Q2	$5.36M	Buy	+70,940	New	+$4.82M	0.1%	142
2022 Q1	–	Sell	-5,660	Closed	-$407K	–	449
2021 Q4	$407K	Buy	+5,660	New	+$372K	0.02%	323

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Modera Wealth Management's FTNT Position: Q2 2026 in Review

Modera Wealth Management reduced its Fortinet (FTNT) stake by 3.5% in Q2 2026, selling an estimated $389K and leaving 92,578 shares worth $14.2M. The position accounts for 0.15% of the portfolio, ranked #105.

Modera Wealth Management first reported a position in FTNT in Q4 2021 and has held it in 14 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Modera Wealth Management held 92,578 shares of Fortinet worth $14.2M as of Q2 2026.
Modera Wealth Management sold 3,363 Fortinet shares in Q2 2026, an estimated $389K.
Fortinet made up 0.15% of Modera Wealth Management's portfolio in Q2 2026, its #105 holding.
Modera Wealth Management first reported a position in Fortinet in Q4 2021 and has held it in 14 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.