Provenance Wealth Advisors’s Fortinet FTNT Stock Holding History

Provenance Wealth Advisors’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	$156K	Buy	1,016 +16	+2%	+$1.85K	0.01%	155
2026 Q1	$81.7K	Hold	1,000	–	–	0.01%	172
2025 Q4	$79.4K	Sell	1,000 -605	-38%	-$50.2K	0.01%	172
2025 Q3	$135K	Buy	1,605 +255	+19%	+$22.8K	0.02%	149
2025 Q2	$143K	Hold	1,350	–	–	0.02%	140
2025 Q1	$130K	Buy	1,350 +46	+4%	+$4.66K	0.02%	159
2024 Q4	$123K	Hold	1,304	–	–	0.02%	174
2024 Q3	$101K	Buy	1,304 +104	+9%	+$7.11K	0.01%	189
2024 Q2	$72.3K	Hold	1,200	–	–	0.01%	194
2024 Q1	$82K	Buy	1,200 +25	+2%	+$1.66K	0.01%	196
2023 Q4	$68.8K	Sell	1,175 -2,085	-64%	-$115K	0.01%	188
2023 Q3	$191K	Buy	+3,260	New	+$216K	0.03%	116

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

Provenance Wealth Advisors's FTNT Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Fortinet (FTNT) stake by 1.6% in Q2 2026, buying an estimated $1.85K and bringing the position to 1,016 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #155.

Provenance Wealth Advisors first reported a position in FTNT in Q3 2023 and has held it in 12 quarters since. The position peaked at $191K in Q3 2023. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Provenance Wealth Advisors held 1,016 shares of Fortinet worth $156K as of Q2 2026.
Provenance Wealth Advisors bought 16 Fortinet shares in Q2 2026, an estimated $1.85K.
Fortinet made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Provenance Wealth Advisors first reported a position in Fortinet in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Fortinet position peaked at $191K in Q3 2023.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.