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 Q2	$762K	Buy	4,963 +66	+1%	+$7.63K	0.04%	209
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 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

PDS Planning's FTNT Position: Q2 2026 in Review

PDS Planning increased its Fortinet (FTNT) stake by 1.3% in Q2 2026, buying an estimated $7.63K and bringing the position to 4,963 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #209.

PDS Planning first reported a position in FTNT in Q2 2023 and has held it in 11 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

PDS Planning held 4,963 shares of Fortinet worth $762K as of Q2 2026.
PDS Planning bought 66 Fortinet shares in Q2 2026, an estimated $7.63K.
Fortinet made up 0.04% of PDS Planning's portfolio in Q2 2026, its #209 holding.
PDS Planning first reported a position in Fortinet in Q2 2023 and has held it in 11 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.