RMR Wealth Builders’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$599K Sell
3,899
-241
-6% -$27.9K 0.04% 180
2026
Q1
$338K Buy
4,140
+365
+10% +$29.5K 0.03% 215
2025
Q4
$300K Sell
3,775
-42
-1% -$3.48K 0.02% 232
2025
Q3
$321K Buy
3,817
+113
+3% +$10.1K 0.03% 226
2025
Q2
$392K Sell
3,704
-126
-3% -$12.7K 0.04% 189
2025
Q1
$369K Buy
3,830
+52
+1% +$5.27K 0.04% 179
2024
Q4
$357K Sell
3,778
-114
-3% -$10.1K 0.04% 191
2024
Q3
$302K Buy
3,892
+136
+4% +$9.29K 0.03% 206
2024
Q2
$226K Sell
3,756
-490
-12% -$30.5K 0.03% 233
2024
Q1
$290K Sell
4,246
-385
-8% -$25.6K 0.04% 215
2023
Q4
$271K Buy
4,631
+115
+3% +$6.36K 0.04% 201
2023
Q3
$265K Sell
4,516
-799
-15% -$52.9K 0.04% 197
2023
Q2
$402K Buy
5,315
+985
+23% +$67K 0.07% 137
2023
Q1
$288K Sell
4,330
-1,255
-22% -$71.3K 0.05% 168
2022
Q4
$273K Hold
5,585
0.06% 151
2022
Q3
$274K Buy
5,585
+485
+10% +$26.3K 0.07% 148
2022
Q2
$289K Buy
5,100
+365
+8% +$21.7K 0.07% 143
2022
Q1
$324K Hold
4,735
0.07% 147
2021
Q4
$340K Hold
4,735
0.1% 86
2021
Q3
$277K Buy
+4,735
New +$274K 0.08% 145
2021
Q2
Sell
-4,735
Closed -$175K 354
2021
Q1
$175K Buy
+4,735
New +$155K 0.05% 208

Other funds holding FTNT

RMR Wealth Builders's FTNT Position: Q2 2026 in Review

RMR Wealth Builders reduced its Fortinet (FTNT) stake by 5.8% in Q2 2026, selling an estimated $27.9K and leaving 3,899 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #180.

RMR Wealth Builders first reported a position in FTNT in Q1 2021 and has held it in 21 quarters since. 468 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • RMR Wealth Builders held 3,899 shares of Fortinet worth $599K as of Q2 2026.
  • RMR Wealth Builders sold 241 Fortinet shares in Q2 2026, an estimated $27.9K.
  • Fortinet made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #180 holding.
  • RMR Wealth Builders first reported a position in Fortinet in Q1 2021 and has held it in 21 quarters since.
  • 468 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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