Rooted Wealth Advisors’s Fortinet FTNT Stock Holding History

Rooted Wealth Advisors’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	$1.4M	Sell	9,143 -916	-9%	-$106K	0.34%	50
2026 Q1	$831K	Sell	10,059 -1,641	-14%	-$133K	0.22%	72
2025 Q4	$949K	Sell	11,700 -98	-0.8%	-$8.13K	0.27%	64
2025 Q3	$1.01M	Buy	11,798 +6,633	+128%	+$592K	0.31%	51
2025 Q2	$512K	Buy	5,165 +788	+18%	+$79.5K	0.18%	66
2025 Q1	$371K	Buy	4,377 +279	+7%	+$28.3K	0.16%	69
2024 Q4	$393K	Buy	4,098 +957	+30%	+$85.1K	0.15%	68
2024 Q3	$243K	Buy	+3,141	New	+$215K	0.11%	83

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

Rooted Wealth Advisors's FTNT Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Fortinet (FTNT) stake by 9.1% in Q2 2026, selling an estimated $106K and leaving 9,143 shares worth $1.4M. The position accounts for 0.34% of the portfolio, ranked #50.

Rooted Wealth Advisors first reported a position in FTNT in Q3 2024 and has held it in 8 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Rooted Wealth Advisors held 9,143 shares of Fortinet worth $1.4M as of Q2 2026.
Rooted Wealth Advisors sold 916 Fortinet shares in Q2 2026, an estimated $106K.
Fortinet made up 0.34% of Rooted Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Rooted Wealth Advisors first reported a position in Fortinet in Q3 2024 and has held it in 8 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.