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Moneta Group Investment Advisors’s Fortinet FTNT Stock Holding History

Moneta Group Investment Advisors’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 		$1.02M Sell
12,436
-538
-4% -$43.5K 0.01% 359
2025
Q4 		$1.03M Sell
12,974
-986
-7% -$81.8K 0.01% 353
2025
Q3 		$1.17M Sell
13,960
-298
-2% -$26.6K 0.01% 326
2025
Q2 		$1.51M Sell
14,258
-601
-4% -$60.6K 0.02% 253
2025
Q1 		$1.43M Sell
14,859
-702
-5% -$71.2K 0.02% 250
2024
Q4 		$1.47M Buy
15,561
+896
+6% +$79.7K 0.02% 242
2024
Q3 		$1.14M Sell
14,665
-970
-6% -$66.3K 0.02% 263
2024
Q2 		$942K Buy
15,635
+1,670
+12% +$104K 0.02% 278
2024
Q1 		$954K Sell
13,965
-315
-2% -$21K 0.02% 276
2023
Q4 		$836K Sell
14,280
-116
-0.8% -$6.41K 0.02% 262
2023
Q3 		$845K Buy
14,396
+15
+0.1% +$993 0.02% 244
2023
Q2 		$1.09M Buy
14,381
+273
+2% +$18.6K 0.02% 218
2023
Q1 		$938K Buy
14,108
+2,243
+19% +$128K 0.02% 223
2022
Q4 		$580K Buy
11,865
+283
+2% +$14.7K 0.02% 270
2022
Q3 		$569K Buy
11,582
+677
+6% +$36.7K 0.02% 258
2022
Q2 		$617K Sell
10,905
-845
-7% -$50.2K 0.02% 273
2022
Q1 		$803K Buy
11,750
+815
+7% +$50.7K 0.03% 232
2021
Q4 		$786K Buy
10,935
+95
+0.9% +$6.25K 0.03% 236
2021
Q3 		$633K Buy
10,840
+10
+0.1% +$579 0.03% 247
2021
Q2 		$516K Buy
10,830
+825
+8% +$35.2K 0.02% 281
2021
Q1 		$369K Sell
10,005
-3,495
-26% -$114K 0.02% 297
2020
Q4 		$401K Buy
13,500
+725
+6% +$18.3K 0.03% 218
2020
Q3 		$301K Buy
12,775
+5,055
+65% +$131K 0.03% 219
2020
Q2 		$212K Buy
+7,720
New +$194K 0.02% 237

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

Moneta Group Investment Advisors's FTNT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Fortinet (FTNT) stake by 4.1% in Q1 2026, selling an estimated $43.5K and leaving 12,436 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #359.

Moneta Group Investment Advisors first reported a position in FTNT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Moneta Group Investment Advisors held 12,436 shares of Fortinet worth $1.02M as of Q1 2026.
  • Moneta Group Investment Advisors sold 538 Fortinet shares in Q1 2026, an estimated $43.5K.
  • Fortinet made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #359 holding.
  • Moneta Group Investment Advisors first reported a position in Fortinet in Q2 2020 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Fortinet position peaked at $1.51M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.