Root Financial Partners’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$724K Sell
4,051
-75
-2% -$12.2K 0.02% 175
2026
Q2
$634K Sell
4,126
-115
-3% -$13.3K 0.02% 163
2026
Q1
$347K Buy
4,241
+1,872
+79% +$151K 0.02% 224
2025
Q4
$188K Buy
2,369
+1,523
+180% +$126K 0.01% 312
2025
Q3
$71.1K Buy
+846
New +$75.5K ﹤0.01% 552

Other funds holding FTNT

Root Financial Partners's FTNT Position: Q3 2026 in Review

Root Financial Partners reduced its Fortinet (FTNT) stake by 1.8% in Q3 2026, selling an estimated $12.2K and leaving 4,051 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #175.

Root Financial Partners first reported a position in FTNT in Q3 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Root Financial Partners held 4,051 shares of Fortinet worth $724K as of Q3 2026.
  • Root Financial Partners sold 75 Fortinet shares in Q3 2026, an estimated $12.2K.
  • Fortinet made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #175 holding.
  • Root Financial Partners first reported a position in Fortinet in Q3 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.