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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
Q2 		$563K Buy
3,664
+44
+1% +$5.08K 0.05% 201
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTNT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Fortinet (FTNT) stake by 1.2% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,664 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #201.

Pinnacle Wealth Planning Services first reported a position in FTNT in Q4 2020 and has held it in 18 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,664 shares of Fortinet worth $563K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 44 Fortinet shares in Q2 2026, an estimated $5.08K.
  • Fortinet made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #201 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fortinet in Q4 2020 and has held it in 18 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.