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Mowery & Schoenfeld Wealth Management’s Fortinet FTNT Stock Holding History

Mowery & Schoenfeld 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 		$12.3K Hold
80
– – 0.02% 225
2026
Q1 		$6.54K Hold
80
– – 0.01% 256
2025
Q4 		$6.35K Hold
80
– – 0.01% 297
2025
Q3 		$6.73K Hold
80
– – 0.01% 256
2025
Q2 		$8.46K Hold
80
– – 0.01% 228
2025
Q1 		$7.7K Sell
80
-11
-12% -$1.11K 0.02% 286
2024
Q4 		$8.6K Buy
+91
New +$8.09K 0.02% 244

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FTNT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Fortinet (FTNT) position steady in Q2 2026 at 80 shares worth $12.3K. The position accounts for 0.02% of the portfolio, ranked #225.

Mowery & Schoenfeld Wealth Management first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 80 shares of Fortinet worth $12.3K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.