Robertson Stephens Wealth Management’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
$757K Sell
4,928
-589
-11% -$68.1K 0.02% 368
2026
Q1
$451K Buy
5,517
+122
+2% +$9.85K 0.01% 437
2025
Q4
$428K Buy
5,395
+85
+2% +$7.05K 0.01% 460
2025
Q3
$446K Sell
5,310
-591
-10% -$52.7K 0.01% 378
2025
Q2
$624K Sell
5,901
-4
-0.1% -$404 0.02% 333
2025
Q1
$568K Sell
5,905
-106
-2% -$10.7K 0.02% 350
2024
Q4
$568K Buy
6,011
+13
+0.2% +$1.16K 0.02% 342
2024
Q3
$465K Sell
5,998
-188
-3% -$12.8K 0.02% 432
2024
Q2
$373K Sell
6,186
-1,839
-23% -$114K 0.02% 373
2024
Q1
$548K Buy
+8,025
New +$534K 0.03% 332

Other funds holding FTNT

Robertson Stephens Wealth Management's FTNT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Fortinet (FTNT) stake by 11% in Q2 2026, selling an estimated $68.1K and leaving 4,928 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #368.

Robertson Stephens Wealth Management first reported a position in FTNT in Q1 2024 and has held it in 10 quarters since. 706 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,928 shares of Fortinet worth $757K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 589 Fortinet shares in Q2 2026, an estimated $68.1K.
  • Fortinet made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Robertson Stephens Wealth Management first reported a position in Fortinet in Q1 2024 and has held it in 10 quarters since.
  • 706 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.