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Pinnacle Wealth Management Advisory Group’s Fortinet FTNT Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$361K Sell
4,418
-802
-15% -$64.8K 0.02% 355
2025
Q4 		$415K Buy
+5,220
New +$433K 0.03% 314
2023
Q2 		– Sell
-3,207
Closed -$213K – 336
2023
Q1 		$213K Buy
+3,207
New +$182K 0.03% 287

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

Pinnacle Wealth Management Advisory Group's FTNT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Fortinet (FTNT) stake by 15% in Q1 2026, selling an estimated $64.8K and leaving 4,418 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #355.

Pinnacle Wealth Management Advisory Group first reported a position in FTNT in Q1 2023 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 4,418 shares of Fortinet worth $361K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 802 Fortinet shares in Q1 2026, an estimated $64.8K.
  • Fortinet made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #355 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Fortinet in Q1 2023 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Fortinet position peaked at $415K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.