PCS
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Personal CFO Solutions’s Fortinet FTNT Stock Holding History

Personal CFO Solutions’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 		$218K Buy
2,670
+127
+5% +$10.3K 0.03% 484
2025
Q4 		$202K Sell
2,543
-127
-5% -$10.5K 0.03% 497
2025
Q3 		$224K Sell
2,670
-1,343
-33% -$120K 0.04% 456
2025
Q2 		$424K Buy
4,013
+599
+18% +$60.4K 0.08% 252
2025
Q1 		$329K Buy
3,414
+512
+18% +$51.9K 0.07% 293
2024
Q4 		$274K Buy
+2,902
New +$258K 0.05% 353
2024
Q3 		– Sell
-4,739
Closed -$286K – 577
2024
Q2 		$286K Sell
4,739
-1,146
-19% -$71.3K 0.04% 405
2024
Q1 		$402K Sell
5,885
-534
-8% -$35.5K 0.06% 311
2023
Q4 		$376K Buy
6,419
+1,465
+30% +$81K 0.07% 311
2023
Q3 		$291K Buy
4,954
+335
+7% +$22.2K 0.06% 328
2023
Q2 		$349K Sell
4,619
-564
-11% -$38.4K 0.07% 297
2023
Q1 		$344K Sell
5,183
-201
-4% -$11.4K 0.07% 271
2022
Q4 		$263K Buy
+5,384
New +$281K 0.06% 340
2022
Q2 		– Sell
-3,645
Closed -$249K – 458
2022
Q1 		$249K Sell
3,645
-45
-1% -$2.8K 0.05% 385
2021
Q4 		$265K Sell
3,690
-1,120
-23% -$73.7K 0.05% 361
2021
Q3 		$281K Sell
4,810
-2,360
-33% -$137K 0.06% 304
2021
Q2 		$342K Sell
7,170
-165
-2% -$7.04K 0.07% 254
2021
Q1 		$271K Sell
7,335
-7,665
-51% -$251K 0.06% 292
2020
Q4 		$446K Buy
15,000
+4,745
+46% +$120K 0.11% 183
2020
Q3 		$0 Sell
10,255
-265
-3% -$6.84K ﹤0.01% 212
2020
Q2 		$289K Buy
+10,520
New +$264K 0.09% 217

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

Personal CFO Solutions's FTNT Position: Q1 2026 in Review

Personal CFO Solutions increased its Fortinet (FTNT) stake by 5% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,670 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #484.

Personal CFO Solutions first reported a position in FTNT in Q2 2020 and has held it in 21 quarters since. The position peaked at $446K in Q4 2020. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Personal CFO Solutions held 2,670 shares of Fortinet worth $218K as of Q1 2026.
  • Personal CFO Solutions bought 127 Fortinet shares in Q1 2026, an estimated $10.3K.
  • Fortinet made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #484 holding.
  • Personal CFO Solutions first reported a position in Fortinet in Q2 2020 and has held it in 21 quarters since.
  • Personal CFO Solutions's Fortinet position peaked at $446K in Q4 2020.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.