Pinnacle Wealth Planning Services
FTNT icon

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
Q3 		$657K Buy
3,678
+14
+0.4% +$2.27K 0.06% 186
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% +$1.12K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTNT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Fortinet (FTNT) stake by 0.38% in Q3 2026, buying an estimated $2.27K and bringing the position to 3,678 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #186.

Pinnacle Wealth Planning Services first reported a position in FTNT in Q4 2020 and has held it in 19 quarters since. 546 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,678 shares of Fortinet worth $657K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 14 Fortinet shares in Q3 2026, an estimated $2.27K.
  • Fortinet made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #186 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fortinet in Q4 2020 and has held it in 19 quarters since.
  • 546 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.