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Olistico Wealth’s Fortinet FTNT Stock Holding History

Olistico 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
Q3 		$76.7K Hold
429
– – 0.03% 139
2026
Q2 		$65.9K Hold
429
– – 0.03% 145
2026
Q1 		$35.1K Hold
429
– – 0.02% 185
2025
Q4 		$34.1K Buy
+429
New +$35.6K 0.02% 181
2025
Q3 		– Sell
-429
Closed -$45.4K – 182
2025
Q2 		$45.4K Hold
429
– – 0.03% 175
2025
Q1 		$41.3K Buy
429
+13
+3% +$1.32K 0.03% 172
2024
Q4 		$39.3K Hold
416
– – 0.02% 170
2024
Q3 		$32.3K Hold
416
– – 0.02% 186
2024
Q2 		$25.1K Sell
416
-2,800
-87% -$174K 0.02% 201
2024
Q1 		$220K Buy
+3,216
New +$214K 0.16% 100

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Olistico Wealth's FTNT Position: Q3 2026 in Review

Olistico Wealth held its Fortinet (FTNT) position steady in Q3 2026 at 429 shares worth $76.7K. The position accounts for 0.03% of the portfolio, ranked #139.

Olistico Wealth first reported a position in FTNT in Q1 2024 and has held it in 10 quarters since. The position peaked at $220K in Q1 2024. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Olistico Wealth held 429 shares of Fortinet worth $76.7K as of Q3 2026.
  • Olistico Wealth left its Fortinet share count unchanged in Q3 2026.
  • Fortinet made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #139 holding.
  • Olistico Wealth first reported a position in Fortinet in Q1 2024 and has held it in 10 quarters since.
  • Olistico Wealth's Fortinet position peaked at $220K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.