Optimist Retirement Group’s Fortinet FTNT Stock Holding History

Optimist Retirement Group’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	$1.08M	Sell	7,025 -141	-2%	-$16.3K	0.42%	50
2026 Q1	$586K	Buy	7,166 +2,156	+43%	+$174K	0.26%	54
2025 Q4	$398K	Buy	5,010 +122	+2%	+$10.1K	0.18%	71
2025 Q3	$411K	Buy	4,888 +140	+3%	+$12.5K	0.19%	66
2025 Q2	$502K	Buy	4,748 +124	+3%	+$12.5K	0.24%	51
2025 Q1	$445K	Sell	4,624 -281	-6%	-$28.5K	0.22%	50
2024 Q4	$463K	Sell	4,905 -175	-3%	-$15.6K	0.22%	53
2024 Q3	$394K	Buy	+5,080	New	+$347K	0.18%	58

Other funds holding FTNT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimist Retirement Group's FTNT Position: Q2 2026 in Review

Optimist Retirement Group reduced its Fortinet (FTNT) stake by 2% in Q2 2026, selling an estimated $16.3K and leaving 7,025 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #50.

Optimist Retirement Group first reported a position in FTNT in Q3 2024 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Optimist Retirement Group held 7,025 shares of Fortinet worth $1.08M as of Q2 2026.
Optimist Retirement Group sold 141 Fortinet shares in Q2 2026, an estimated $16.3K.
Fortinet made up 0.42% of Optimist Retirement Group's portfolio in Q2 2026, its #50 holding.
Optimist Retirement Group first reported a position in Fortinet in Q3 2024 and has held it in 8 quarters since.
1,129 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.