NW
FTNT icon

NewEdge Wealth’s Fortinet FTNT Stock Holding History

NewEdge Wealth’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 		$64.8M Buy
421,954
+19,165
+5% +$2.21M 0.65% 35
2026
Q1 		$32.9M Sell
402,789
-7,907
-2% -$639K 0.39% 62
2025
Q4 		$32.6M Buy
410,696
+10,531
+3% +$873K 0.37% 60
2025
Q3 		$34.4M Sell
400,165
-1,426
-0.4% -$127K 0.49% 47
2025
Q2 		$30.2M Buy
401,591
+23,067
+6% +$2.33M 0.47% 50
2025
Q1 		$36.4M Sell
378,524
-2,682
-0.7% -$272K 0.66% 35
2024
Q4 		$36M Buy
381,206
+4,501
+1% +$400K 0.62% 38
2024
Q3 		$29.2M Buy
376,705
+33,127
+10% +$2.26M 0.53% 51
2024
Q2 		$20.7M Buy
343,578
+5,841
+2% +$363K 0.45% 59
2024
Q1 		$22M Buy
+337,737
New +$22.5M 0.49% 51
2023
Q4 		– Sell
-273,528
Closed -$16.1M – 746
2023
Q3 		$16.1M Buy
273,528
+72,399
+36% +$4.79M 0.51% 55
2023
Q2 		$15.2M Buy
201,129
+3,867
+2% +$263K 0.51% 57
2023
Q1 		$13.1M Buy
197,262
+7,762
+4% +$441K 0.5% 56
2022
Q4 		$9.26M Buy
189,500
+8,265
+5% +$431K 0.4% 76
2022
Q3 		$8.9M Buy
181,235
+19,671
+12% +$1.07M 0.42% 70
2022
Q2 		$9.14M Buy
161,564
+6,144
+4% +$365K 0.42% 66
2022
Q1 		$10.6M Buy
155,420
+5,975
+4% +$371K 0.47% 55
2021
Q4 		$10.7M Buy
149,445
+3,480
+2% +$229K 0.45% 55
2021
Q3 		$8.53M Buy
145,965
+74,000
+103% +$4.28M 0.51% 51
2021
Q2 		$3.43M Buy
+71,965
New +$3.07M 0.26% 96

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

NewEdge Wealth's FTNT Position: Q2 2026 in Review

NewEdge Wealth increased its Fortinet (FTNT) stake by 4.8% in Q2 2026, buying an estimated $2.21M and bringing the position to 421,954 shares worth $64.8M. The position accounts for 0.65% of the portfolio, ranked #35.

NewEdge Wealth first reported a position in FTNT in Q2 2021 and has held it in 20 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • NewEdge Wealth held 421,954 shares of Fortinet worth $64.8M as of Q2 2026.
  • NewEdge Wealth bought 19,165 Fortinet shares in Q2 2026, an estimated $2.21M.
  • Fortinet made up 0.65% of NewEdge Wealth's portfolio in Q2 2026, its #35 holding.
  • NewEdge Wealth first reported a position in Fortinet in Q2 2021 and has held it in 20 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.