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Occidental Asset Management’s Fortinet FTNT Stock Holding History

Occidental Asset 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 		$334K Buy
+2,176
New +$251K 0.03% 234
2025
Q4 		– Sell
-8,389
Closed -$705K – 306
2025
Q3 		$705K Buy
8,389
+1,886
+29% +$168K 0.09% 134
2025
Q2 		$687K Buy
6,503
+982
+18% +$99.1K 0.09% 126
2025
Q1 		$531K Buy
5,521
+1,796
+48% +$182K 0.08% 131
2024
Q4 		$352K Buy
3,725
+865
+30% +$76.9K 0.05% 152
2024
Q3 		$222K Buy
+2,860
New +$195K 0.04% 198

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

Occidental Asset Management's FTNT Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Fortinet (FTNT) in Q2 2026: 2,176 shares worth $334K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: Occidental Asset Management previously reported a position in FTNT as recently as Q3 2025.

Occidental Asset Management first reported a position in FTNT in Q3 2024 and has held it in 6 quarters since. The position peaked at $705K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Occidental Asset Management held 2,176 shares of Fortinet worth $334K as of Q2 2026.
  • Fortinet was a new Occidental Asset Management position in Q2 2026.
  • Fortinet made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #234 holding.
  • Occidental Asset Management first reported a position in Fortinet in Q3 2024 and has held it in 6 quarters since.
  • Occidental Asset Management's Fortinet position peaked at $705K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.