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MorganRosel Wealth Management’s Fortinet FTNT Stock Holding History

MorganRosel 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 		$293K Buy
+1,906
New +$220K 0.1% 94
2025
Q3 		– Sell
-1,906
Closed -$202K – 193
2025
Q2 		$202K Hold
1,906
– – 0.05% 108
2025
Q1 		$183K Buy
+1,906
New +$193K 0.06% 106

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

MorganRosel Wealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 1,906 shares worth $293K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in FTNT as recently as Q2 2025.

MorganRosel Wealth Management first reported a position in FTNT in Q1 2025 and has held it in 3 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • MorganRosel Wealth Management held 1,906 shares of Fortinet worth $293K as of Q2 2026.
  • Fortinet was a new MorganRosel Wealth Management position in Q2 2026.
  • Fortinet made up 0.1% of MorganRosel Wealth Management's portfolio in Q2 2026, its #94 holding.
  • MorganRosel Wealth Management first reported a position in Fortinet in Q1 2025 and has held it in 3 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.