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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
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
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

Root Financial Partners's FTNT Position: Q1 2026 in Review

Root Financial Partners increased its Fortinet (FTNT) stake by 79% in Q1 2026, buying an estimated $151K and bringing the position to 4,241 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #224.

Root Financial Partners first reported a position in FTNT in Q3 2025 and has held it in 3 quarters since. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Root Financial Partners held 4,241 shares of Fortinet worth $347K as of Q1 2026.
  • Root Financial Partners bought 1,872 Fortinet shares in Q1 2026, an estimated $151K.
  • Fortinet made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #224 holding.
  • Root Financial Partners first reported a position in Fortinet in Q3 2025 and has held it in 3 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.