QTR Family Wealth’s Fortinet FTNT Stock Holding History

QTR Family Wealth’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	$736K	Buy	4,788 +162	+4%	+$18.7K	0.26%	85
2026 Q1	$364K	Buy	+4,626	New	+$374K	0.15%	158
2025 Q3	–	Sell	-1,977	Closed	-$209K	–	259
2025 Q2	$209K	Buy	+1,977	New	+$199K	0.13%	171

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

QTR Family Wealth's FTNT Position: Q2 2026 in Review

QTR Family Wealth increased its Fortinet (FTNT) stake by 3.5% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,788 shares worth $736K. The position accounts for 0.26% of the portfolio, ranked #85.

QTR Family Wealth first reported a position in FTNT in Q2 2025 and has held it in 3 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

QTR Family Wealth held 4,788 shares of Fortinet worth $736K as of Q2 2026.
QTR Family Wealth bought 162 Fortinet shares in Q2 2026, an estimated $18.7K.
Fortinet made up 0.26% of QTR Family Wealth's portfolio in Q2 2026, its #85 holding.
QTR Family Wealth first reported a position in Fortinet in Q2 2025 and has held it in 3 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.