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Phoenix Financial’s Fortinet FTNT Stock Holding History

Phoenix Financial’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 		$503K Buy
6,160
+1,188
+24% +$96K ﹤0.01% 308
2025
Q4 		$395K Buy
4,972
+754
+18% +$62.5K ﹤0.01% 329
2025
Q3 		$355K Buy
4,218
+1,075
+34% +$95.9K ﹤0.01% 350
2025
Q2 		$332K Buy
3,143
+631
+25% +$63.7K ﹤0.01% 325
2025
Q1 		$242K Sell
2,512
-17,588
-88% -$1.78M ﹤0.01% 324
2024
Q4 		$1.9M Sell
20,100
-13,659
-40% -$1.21M 0.03% 186
2024
Q3 		$2.62M Buy
33,759
+1,977
+6% +$135K 0.04% 172
2024
Q2 		$1.92M Buy
31,782
+1,408
+5% +$87.6K 0.03% 186
2024
Q1 		$2.08M Buy
30,374
+1,250
+4% +$83.2K 0.03% 186
2023
Q4 		$1.92M Buy
29,124
+4,489
+18% +$248K 0.03% 193
2023
Q3 		$1.45M Buy
24,635
+4,201
+21% +$278K 0.03% 206
2023
Q2 		$1.54M Buy
20,434
+5,782
+39% +$393K 0.03% 184
2023
Q1 		$974K Buy
14,652
+3,728
+34% +$212K 0.02% 186
2022
Q4 		$534K Buy
10,924
+466
+4% +$24.3K 0.01% 215
2022
Q3 		$519K Buy
10,458
+1,568
+18% +$84.9K 0.01% 245
2022
Q2 		$503K Buy
8,890
+1,700
+24% +$101K 0.01% 278
2022
Q1 		$491K Buy
+7,190
New +$447K 0.01% 288
2021
Q1 		– Sell
-10,115
Closed -$298K – 425
2020
Q4 		$298K Buy
+10,115
New +$256K 0.01% 301

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Phoenix Financial's FTNT Position: Q1 2026 in Review

Phoenix Financial increased its Fortinet (FTNT) stake by 24% in Q1 2026, buying an estimated $96K and bringing the position to 6,160 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Phoenix Financial first reported a position in FTNT in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.62M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Phoenix Financial held 6,160 shares of Fortinet worth $503K as of Q1 2026.
  • Phoenix Financial bought 1,188 Fortinet shares in Q1 2026, an estimated $96K.
  • Fortinet made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #308 holding.
  • Phoenix Financial first reported a position in Fortinet in Q4 2020 and has held it in 18 quarters since.
  • Phoenix Financial's Fortinet position peaked at $2.62M in Q3 2024.
  • 1,322 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.