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RMG Wealth Management’s Fortinet FTNT Stock Holding History

RMG Wealth Management’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
Q1 		$125K Sell
1,085
-730
-40% -$59K 0.01% 98
2025
Q4 		$140K Buy
1,815
+25
+1% +$2.07K 0.02% 80
2025
Q3 		$151K Hold
1,790
– – 0.02% 69
2025
Q2 		$190K Buy
+1,790
New +$181K 0.03% 62

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RMG Wealth Management's FTNT Position: Q1 2026 in Review

RMG Wealth Management reduced its Fortinet (FTNT) stake by 40% in Q1 2026, selling an estimated $59K and leaving 1,085 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #98.

RMG Wealth Management first reported a position in FTNT in Q2 2025 and has held it in 4 quarters since. The position peaked at $190K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • RMG Wealth Management held 1,085 shares of Fortinet worth $125K as of Q1 2026.
  • RMG Wealth Management sold 730 Fortinet shares in Q1 2026, an estimated $59K.
  • Fortinet made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #98 holding.
  • RMG Wealth Management first reported a position in Fortinet in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Fortinet position peaked at $190K in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.