Root Financial Partners’s Fortinet FTNT Stock Holding History

Root Financial Partners’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	$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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Root Financial Partners's FTNT Position: Q2 2026 in Review

Root Financial Partners reduced its Fortinet (FTNT) stake by 2.7% in Q2 2026, selling an estimated $13.3K and leaving 4,126 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #163.

Root Financial Partners first reported a position in FTNT in Q3 2025 and has held it in 4 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Root Financial Partners held 4,126 shares of Fortinet worth $634K as of Q2 2026.
Root Financial Partners sold 115 Fortinet shares in Q2 2026, an estimated $13.3K.
Fortinet made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #163 holding.
Root Financial Partners first reported a position in Fortinet in Q3 2025 and has held it in 4 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.