Prism Planning Partners
FTNT icon

Prism Planning Partners’s Fortinet FTNT Stock Holding History

Prism Planning Partners’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 		$135K Buy
+755
New +$122K 0.13% 43

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Geode Capital Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prism Planning Partners's FTNT Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Fortinet (FTNT) in Q3 2026: 755 shares worth $135K. The stake represents 0.13% of the portfolio and ranks #43 among its holdings.

1,500 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Prism Planning Partners held 755 shares of Fortinet worth $135K as of Q3 2026.
  • Fortinet was a new Prism Planning Partners position in Q3 2026.
  • Fortinet made up 0.13% of Prism Planning Partners's portfolio in Q3 2026, its #43 holding.
  • 1,500 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.