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Nvest Wealth Strategies’s Fortinet FTNT Stock Holding History

Nvest Wealth Strategies’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 		$39.9K Sell
260
-260
-50% -$30K 0.03% 59
2026
Q1 		$42.5K Hold
520
– – 0.03% 60
2025
Q4 		$41.3K Buy
+520
New +$43.1K 0.03% 58

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's FTNT Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Fortinet (FTNT) stake by 50% in Q2 2026, selling an estimated $30K and leaving 260 shares worth $39.9K. The position accounts for 0.03% of the portfolio, ranked #59.

Nvest Wealth Strategies first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.5K in Q1 2026. 928 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Nvest Wealth Strategies held 260 shares of Fortinet worth $39.9K as of Q2 2026.
  • Nvest Wealth Strategies sold 260 Fortinet shares in Q2 2026, an estimated $30K.
  • Fortinet made up 0.03% of Nvest Wealth Strategies's portfolio in Q2 2026, its #59 holding.
  • Nvest Wealth Strategies first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Fortinet position peaked at $42.5K in Q1 2026.
  • 928 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.