N.E.W. Advisory Services’s Fortinet FTNT Stock Holding History

N.E.W. Advisory Services’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	$204K	Hold	1,325	–	–	0.01%	214
2026 Q1	$108K	Hold	1,325	–	–	0.01%	279
2025 Q4	$105K	Sell	1,325 -80	-6%	-$6.63K	0.01%	276
2025 Q3	$118K	Hold	1,405	–	–	0.01%	230
2025 Q2	$149K	Sell	1,405 -370	-21%	-$37.3K	0.01%	208
2025 Q1	$171K	Buy	+1,775	New	+$180K	0.01%	219

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

N.E.W. Advisory Services's FTNT Position: Q2 2026 in Review

N.E.W. Advisory Services held its Fortinet (FTNT) position steady in Q2 2026 at 1,325 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #214.

N.E.W. Advisory Services first reported a position in FTNT in Q1 2025 and has held it in 6 quarters since. 1,079 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

N.E.W. Advisory Services held 1,325 shares of Fortinet worth $204K as of Q2 2026.
N.E.W. Advisory Services left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #214 holding.
N.E.W. Advisory Services first reported a position in Fortinet in Q1 2025 and has held it in 6 quarters since.
1,079 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.