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Pinnacle Wealth Planning Services’s Fortinet FTNT Stock Holding History

Pinnacle Wealth Planning Services’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 		$296K Buy
3,620
+79
+2% +$6.38K 0.03% 343
2025
Q4 		$281K Sell
3,541
-2
-0.1% -$166 0.03% 351
2025
Q3 		$298K Sell
3,543
-130
-4% -$11.6K 0.03% 318
2025
Q2 		$388K Buy
3,673
+886
+32% +$89.4K 0.05% 241
2025
Q1 		$268K Buy
2,787
+80
+3% +$8.11K 0.04% 289
2024
Q4 		$256K Sell
2,707
-886
-25% -$78.8K 0.04% 294
2024
Q3 		$279K Buy
3,593
+22
+0.6% +$1.5K 0.04% 328
2024
Q2 		$215K Sell
3,571
-13
-0.4% -$808 0.03% 398
2024
Q1 		$245K Buy
3,584
+8
+0.2% +$533 0.04% 365
2023
Q4 		$209K Sell
3,576
-15
-0.4% -$829 0.03% 390
2023
Q3 		$211K Buy
3,591
+17
+0.5% +$1.13K 0.03% 349
2023
Q2 		$270K Sell
3,574
-11
-0.3% -$748 0.04% 287
2023
Q1 		$238K Buy
+3,585
New +$204K 0.04% 323
2022
Q3 		– Sell
-3,673
Closed -$208K – 423
2022
Q2 		$208K Sell
3,673
-1,247
-25% -$74.1K 0.04% 339
2022
Q1 		$336K Buy
4,920
+1,580
+47% +$98.2K 0.06% 252
2021
Q4 		$240K Buy
+3,340
New +$220K 0.05% 313
2021
Q1 		– Sell
-3,025
Closed -$90K – 956
2020
Q4 		$90K Buy
+3,025
New +$76.5K 0.02% 514

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 Planning Services's FTNT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Fortinet (FTNT) stake by 2.2% in Q1 2026, buying an estimated $6.38K and bringing the position to 3,620 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #343.

Pinnacle Wealth Planning Services first reported a position in FTNT in Q4 2020 and has held it in 17 quarters since. The position peaked at $388K in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,620 shares of Fortinet worth $296K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 79 Fortinet shares in Q1 2026, an estimated $6.38K.
  • Fortinet made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #343 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fortinet in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Fortinet position peaked at $388K in Q2 2025.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.