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 Q2	$532K	Sell	3,463 -8,640	-71%	-$998K	0.01%	761
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 $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

Mount Yale Investment Advisors's FTNT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Fortinet (FTNT) stake by 71% in Q2 2026, selling an estimated $998K and leaving 3,463 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #761.

Mount Yale Investment Advisors first reported a position in FTNT in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2024. 1,582 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Mount Yale Investment Advisors held 3,463 shares of Fortinet worth $532K as of Q2 2026.
Mount Yale Investment Advisors sold 8,640 Fortinet shares in Q2 2026, an estimated $998K.
Fortinet made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #761 holding.
Mount Yale Investment Advisors first reported a position in Fortinet in Q2 2020 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Fortinet position peaked at $1.46M in Q1 2024.
1,582 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.