Mount Yale Investment Advisors’s Fortinet FTNT Stock Holding History

Mount Yale 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	$989K	Buy	+12,103	New	+$978K	0.02%	526
2025 Q3	–	Sell	-7,885	Closed	-$834K	–	1025
2025 Q2	$834K	Buy	+7,885	New	+$796K	0.07%	242
2024 Q3	–	Sell	-20,911	Closed	-$1.26M	–	570
2024 Q2	$1.26M	Sell	20,911 -408	-2%	-$25.4K	0.1%	179
2024 Q1	$1.46M	Buy	21,319 +185	+0.9%	+$12.3K	0.11%	169
2023 Q4	$1.24M	Buy	+21,134	New	+$1.17M	0.12%	176
2021 Q3	–	Sell	-25,295	Closed	-$1.21M	–	472
2021 Q2	$1.21M	Sell	25,295 -1,285	-5%	-$54.9K	0.15%	148
2021 Q1	$980K	Buy	26,580 +1,950	+8%	+$63.8K	0.13%	168
2020 Q4	$732K	Buy	24,630 +345	+1%	+$8.72K	0.1%	210
2020 Q3	$572K	Sell	24,285 -30	-0.1%	-$775	0.08%	231
2020 Q2	$668K	Buy	+24,315	New	+$610K	0.12%	181

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's FTNT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Fortinet (FTNT) in Q1 2026: 12,103 shares worth $989K. The stake represents 0.02% of the portfolio and ranks #526 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FTNT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FTNT in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.46M in Q1 2024. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Mount Yale Investment Advisors held 12,103 shares of Fortinet worth $989K as of Q1 2026.
Fortinet was a new Mount Yale Investment Advisors position in Q1 2026.
Fortinet made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #526 holding.
Mount Yale Investment Advisors first reported a position in Fortinet in Q2 2020 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Fortinet position peaked at $1.46M in Q1 2024.
1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.