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Regent Peak Wealth Advisors’s Fortinet FTNT Stock Holding History

Regent Peak 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 		$201K Buy
+1,306
New +$151K 0.04% 217
2021
Q1 		– Sell
-580
Closed -$17K – 455
2020
Q4 		$17K Buy
+580
New +$14.7K 0.01% 480

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Regent Peak Wealth Advisors's FTNT Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Fortinet (FTNT) in Q2 2026: 1,306 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in FTNT as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in FTNT in Q4 2020 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,306 shares of Fortinet worth $201K as of Q2 2026.
  • Fortinet was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Fortinet made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Regent Peak Wealth Advisors first reported a position in Fortinet in Q4 2020 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.