Plancorp LLC’s Fortinet FTNT Stock Holding History

Plancorp LLC’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	$375K	Buy	+2,333	New	+$270K	0.01%	297
2025 Q3	–	Sell	-2,342	Closed	-$248K	–	385
2025 Q2	$248K	Buy	2,342 +50	+2%	+$5.04K	0.01%	326
2025 Q1	$221K	Buy	+2,292	New	+$232K	0.01%	329

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plancorp LLC's FTNT Position: Q2 2026 in Review

Plancorp LLC opened a new position in Fortinet (FTNT) in Q2 2026: 2,333 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in FTNT as recently as Q2 2025.

Plancorp LLC first reported a position in FTNT in Q1 2025 and has held it in 3 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Plancorp LLC held 2,333 shares of Fortinet worth $375K as of Q2 2026.
Fortinet was a new Plancorp LLC position in Q2 2026.
Fortinet made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #297 holding.
Plancorp LLC first reported a position in Fortinet in Q1 2025 and has held it in 3 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.