OneAscent Wealth Management’s Fortinet FTNT Stock Holding History

OneAscent Wealth 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	$452K	Buy	2,944 +249	+9%	+$28.8K	0.13%	81
2026 Q1	$220K	Buy	2,695 +13	+0.5%	+$1.05K	0.07%	149
2025 Q4	$213K	Sell	2,682 -100	-4%	-$8.29K	0.07%	156
2025 Q3	$234K	Sell	2,782 -1,740	-38%	-$155K	0.08%	157
2025 Q2	$478K	Buy	4,522 +174	+4%	+$17.6K	0.18%	67
2025 Q1	$419K	Buy	4,348 +392	+10%	+$39.7K	0.18%	63
2024 Q4	$374K	Buy	+3,956	New	+$352K	0.15%	80
2023 Q3	–	Sell	-4,839	Closed	-$366K	–	164
2023 Q2	$366K	Buy	+4,839	New	+$329K	0.17%	55

Other funds holding FTNT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

OneAscent Wealth Management's FTNT Position: Q2 2026 in Review

OneAscent Wealth Management increased its Fortinet (FTNT) stake by 9.2% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,944 shares worth $452K. The position accounts for 0.13% of the portfolio, ranked #81.

OneAscent Wealth Management first reported a position in FTNT in Q2 2023 and has held it in 8 quarters since. The position peaked at $478K in Q2 2025. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

OneAscent Wealth Management held 2,944 shares of Fortinet worth $452K as of Q2 2026.
OneAscent Wealth Management bought 249 Fortinet shares in Q2 2026, an estimated $28.8K.
Fortinet made up 0.13% of OneAscent Wealth Management's portfolio in Q2 2026, its #81 holding.
OneAscent Wealth Management first reported a position in Fortinet in Q2 2023 and has held it in 8 quarters since.
OneAscent Wealth Management's Fortinet position peaked at $478K in Q2 2025.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.