Perigon Wealth Management’s Fortinet FTNT Stock Holding History

Perigon 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 Q1	$1.08M	Sell	13,250 -5,843	-31%	-$472K	0.02%	512
2025 Q4	$1.52M	Buy	19,093 +5,793	+44%	+$480K	0.03%	436
2025 Q3	$1.12M	Sell	13,300 -710	-5%	-$63.4K	0.02%	477
2025 Q2	$1.48M	Sell	14,010 -850	-6%	-$85.8K	0.03%	394
2025 Q1	$1.43M	Buy	14,860 +538	+4%	+$54.5K	0.04%	373
2024 Q4	$1.35M	Buy	14,322 +1,811	+14%	+$161K	0.03%	372
2024 Q3	$970K	Sell	12,511 -712	-5%	-$48.6K	0.03%	441
2024 Q2	$797K	Buy	13,223 +299	+2%	+$18.6K	0.02%	424
2024 Q1	$883K	Sell	12,924 -1,324	-9%	-$88.1K	0.03%	398
2023 Q4	$834K	Sell	14,248 -2,355	-14%	-$130K	0.03%	379
2023 Q3	$974K	Buy	16,603 +950	+6%	+$62.9K	0.04%	313
2023 Q2	$1.18M	Buy	15,653 +1,778	+13%	+$121K	0.05%	279
2023 Q1	$922K	Buy	+13,875	New	+$789K	0.05%	282
2022 Q4	–	Sell	-16,773	Closed	-$824K	–	695
2022 Q3	$824K	Sell	16,773 -362	-2%	-$19.6K	0.07%	230
2022 Q2	$969K	Sell	17,135 -2,700	-14%	-$160K	0.08%	212
2022 Q1	$1.36M	Sell	19,835 -2,460	-11%	-$153K	0.1%	189
2021 Q4	$1.6M	Sell	22,295 -205	-0.9%	-$13.5K	0.11%	157
2021 Q3	$1.31M	Buy	+22,500	New	+$1.3M	0.11%	168
2021 Q2	–	Sell	-110,650	Closed	-$4.08M	–	522
2021 Q1	$4.08M	Buy	+110,650	New	+$3.62M	0.42%	52
2020 Q4	–	Sell	-119,795	Closed	-$2.82M	–	1068
2020 Q3	$2.82M	Buy	119,795 +4,350	+4%	+$112K	0.39%	51
2020 Q2	$3.17M	Sell	115,445 -9,910	-8%	-$249K	0.5%	43
2020 Q1	$2.56M	Sell	125,355 -5,960	-5%	-$128K	0.48%	45
2019 Q4	$2.94M	Sell	131,315 -12,830	-9%	-$241K	0.6%	41
2019 Q3	$2.27M	Sell	144,145 -3,425	-2%	-$55.6K	0.53%	42
2019 Q2	$2.27M	Buy	147,570 +14,770	+11%	+$243K	0.53%	42
2019 Q1	$2.47M	Sell	132,800 -2,085	-2%	-$33.2K	0.57%	44
2018 Q4	$1.99M	Buy	134,885 +109,375	+429%	+$1.67M	0.51%	44
2018 Q3	$471K	Sell	25,510 -114,255	-82%	-$1.75M	0.12%	123
2018 Q2	$1.75M	Buy	+139,765	New	+$1.66M	0.52%	50
2017 Q4	–	Sell	-154,415	Closed	-$1.11M	–	632
2017 Q3	$1.11M	Sell	154,415 -64,850	-30%	-$492K	0.36%	64
2017 Q2	$1.64M	Buy	219,265 +4,895	+2%	+$37.9K	0.36%	82
2017 Q1	$1.64M	Buy	214,370 +4,530	+2%	+$32K	0.35%	86
2016 Q4	$1.52M	Buy	209,840 +1,625	+0.8%	+$10.2K	0.33%	89
2016 Q3	$1.54M	Sell	208,215 -795	-0.4%	-$5.56K	0.4%	76
2016 Q2	$1.32M	Buy	209,010 +80,010	+62%	+$518K	0.35%	84
2016 Q1	$790K	Hold	129,000	–	–	0.25%	86
2015 Q4	$804K	Hold	129,000	–	–	0.22%	111
2015 Q3	$1.1M	Hold	129,000	–	–	0.33%	83
2015 Q2	$1.07M	Hold	129,000	–	–	0.28%	91
2015 Q1	$902K	Hold	129,000	–	–	0.25%	96
2014 Q4	$791K	Hold	129,000	–	–	0.24%	98
2014 Q3	$652K	Hold	129,000	–	–	0.19%	108
2014 Q2	$648K	Hold	129,000	–	–	0.18%	107
2014 Q1	$568K	Hold	129,000	–	–	0.31%	70
2013 Q4	$493K	Buy	+129,000	New	+$503K	0.27%	70

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's FTNT Position: Q1 2026 in Review

Perigon Wealth Management reduced its Fortinet (FTNT) stake by 31% in Q1 2026, selling an estimated $472K and leaving 13,250 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #512.

Perigon Wealth Management first reported a position in FTNT in Q4 2013 and has held it in 45 quarters since. The position peaked at $4.08M in Q1 2021. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Perigon Wealth Management held 13,250 shares of Fortinet worth $1.08M as of Q1 2026.
Perigon Wealth Management sold 5,843 Fortinet shares in Q1 2026, an estimated $472K.
Fortinet made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #512 holding.
Perigon Wealth Management first reported a position in Fortinet in Q4 2013 and has held it in 45 quarters since.
Perigon Wealth Management's Fortinet position peaked at $4.08M in Q1 2021.
1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.