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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
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
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

Rooted Wealth Advisors's FTNT Position: Q1 2026 in Review

Rooted Wealth Advisors reduced its Fortinet (FTNT) stake by 14% in Q1 2026, selling an estimated $133K and leaving 10,059 shares worth $831K. The position accounts for 0.22% of the portfolio, ranked #72.

Rooted Wealth Advisors first reported a position in FTNT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Rooted Wealth Advisors held 10,059 shares of Fortinet worth $831K as of Q1 2026.
  • Rooted Wealth Advisors sold 1,641 Fortinet shares in Q1 2026, an estimated $133K.
  • Fortinet made up 0.22% of Rooted Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Rooted Wealth Advisors first reported a position in Fortinet in Q3 2024 and has held it in 7 quarters since.
  • Rooted Wealth Advisors's Fortinet position peaked at $1.01M in Q3 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.