PWA
FTNT icon

Physician Wealth Advisors’s Fortinet FTNT Stock Holding History

Physician Wealth Advisors’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 		$48.2K Buy
314
+9
+3% +$1.04K 0.01% 439
2026
Q1 		$24.9K Buy
305
+245
+408% +$19.8K ﹤0.01% 572
2025
Q4 		$4.76K Sell
60
-93
-61% -$7.71K ﹤0.01% 985
2025
Q3 		$12.9K Buy
153
+74
+94% +$6.6K ﹤0.01% 684
2025
Q2 		$8.35K Buy
+79
New +$7.97K ﹤0.01% 675

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Physician Wealth Advisors's FTNT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Fortinet (FTNT) stake by 3% in Q2 2026, buying an estimated $1.04K and bringing the position to 314 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #439.

Physician Wealth Advisors first reported a position in FTNT in Q2 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Physician Wealth Advisors held 314 shares of Fortinet worth $48.2K as of Q2 2026.
  • Physician Wealth Advisors bought 9 Fortinet shares in Q2 2026, an estimated $1.04K.
  • Fortinet made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • Physician Wealth Advisors first reported a position in Fortinet in Q2 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.