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Private Wealth Management Group’s Fortinet FTNT Stock Holding History

Private Wealth Management Group’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 		$62.8K Hold
409
– – 0.01% 213
2026
Q1 		$33.4K Hold
409
– – 0.01% 243
2025
Q4 		$32.5K Hold
409
– – 0.01% 244
2025
Q3 		$34.4K Hold
409
– – 0.01% 233
2025
Q2 		$43.2K Hold
409
– – 0.01% 189
2025
Q1 		$39.4K Hold
409
– – 0.01% 195
2024
Q4 		$38.6K Hold
409
– – 0.01% 198
2024
Q3 		$31.7K Buy
409
+173
+73% +$11.8K 0.01% 212
2024
Q2 		$14.2K Buy
236
+56
+31% +$3.48K 0.01% 359
2024
Q1 		$12.3K Hold
180
– – 0.01% 365
2023
Q4 		$10.5K Buy
+180
New +$9.95K 0.01% 396

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

Private Wealth Management Group's FTNT Position: Q2 2026 in Review

Private Wealth Management Group held its Fortinet (FTNT) position steady in Q2 2026 at 409 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #213.

Private Wealth Management Group first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Private Wealth Management Group held 409 shares of Fortinet worth $62.8K as of Q2 2026.
  • Private Wealth Management Group left its Fortinet share count unchanged in Q2 2026.
  • Fortinet made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #213 holding.
  • Private Wealth Management Group first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.