Principia Wealth Advisory’s Fortinet FTNT Stock Holding History

Principia Wealth Advisory’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	$11.1K	Buy	72 +13	+22%	+$1.5K	0.01%	239
2026 Q1	$4.82K	Buy	59 +13	+28%	+$1.05K	﹤0.01%	306
2025 Q4	$3.65K	Buy	46 +7	+18%	+$581	﹤0.01%	332
2025 Q3	$3.28K	Sell	39 -8	-17%	-$714	﹤0.01%	348
2025 Q2	$4.97K	Buy	47 +4	+9%	+$404	﹤0.01%	237
2025 Q1	$4.3K	Buy	43 +17	+65%	+$1.72K	﹤0.01%	199
2024 Q4	$2.46K	Buy	+26	New	+$2.31K	﹤0.01%	213

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

Principia Wealth Advisory's FTNT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Fortinet (FTNT) stake by 22% in Q2 2026, buying an estimated $1.5K and bringing the position to 72 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #239.

Principia Wealth Advisory first reported a position in FTNT in Q4 2024 and has held it in 7 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Principia Wealth Advisory held 72 shares of Fortinet worth $11.1K as of Q2 2026.
Principia Wealth Advisory bought 13 Fortinet shares in Q2 2026, an estimated $1.5K.
Fortinet made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #239 holding.
Principia Wealth Advisory first reported a position in Fortinet in Q4 2024 and has held it in 7 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.