PP
FTNT icon

PDS Planning’s Fortinet FTNT Stock Holding History

PDS Planning’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
Q1 		$400K Buy
4,897
+787
+19% +$63.6K 0.03% 313
2025
Q4 		$326K Buy
4,110
+123
+3% +$10.2K 0.02% 355
2025
Q3 		$335K Sell
3,987
-144
-3% -$12.8K 0.02% 339
2025
Q2 		$437K Buy
4,131
+358
+9% +$36.1K 0.03% 261
2025
Q1 		$363K Buy
3,773
+252
+7% +$25.5K 0.03% 278
2024
Q4 		$333K Buy
3,521
+10
+0.3% +$889 0.03% 267
2024
Q3 		$272K Buy
3,511
+47
+1% +$3.21K 0.02% 321
2024
Q2 		$209K Buy
3,464
+536
+18% +$33.3K 0.02% 352
2024
Q1 		$200K Buy
+2,928
New +$195K 0.02% 363
2023
Q3 		– Sell
-3,070
Closed -$232K – 350
2023
Q2 		$232K Buy
+3,070
New +$209K 0.03% 262

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PDS Planning's FTNT Position: Q1 2026 in Review

PDS Planning increased its Fortinet (FTNT) stake by 19% in Q1 2026, buying an estimated $63.6K and bringing the position to 4,897 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #313.

PDS Planning first reported a position in FTNT in Q2 2023 and has held it in 10 quarters since. The position peaked at $437K in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • PDS Planning held 4,897 shares of Fortinet worth $400K as of Q1 2026.
  • PDS Planning bought 787 Fortinet shares in Q1 2026, an estimated $63.6K.
  • Fortinet made up 0.03% of PDS Planning's portfolio in Q1 2026, its #313 holding.
  • PDS Planning first reported a position in Fortinet in Q2 2023 and has held it in 10 quarters since.
  • PDS Planning's Fortinet position peaked at $437K in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.