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Sage Mountain Advisors’s Fortinet FTNT Stock Holding History

Sage Mountain 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 		$3.46M Sell
42,300
-26,071
-38% -$2.11M 0.24% 50
2025
Q4 		$5.43M Sell
68,371
-254
-0.4% -$21.1K 0.29% 50
2025
Q3 		$5.77M Sell
68,625
-45
-0.1% -$4.02K 0.33% 43
2025
Q2 		$7.26M Sell
68,670
-276
-0.4% -$27.8K 0.47% 32
2025
Q1 		$6.64M Buy
68,946
+498
+0.7% +$50.5K 0.49% 31
2024
Q4 		$6.47M Sell
68,448
-286
-0.4% -$25.4K 0.47% 32
2024
Q3 		$5.33M Buy
68,734
+663
+1% +$45.3K 0.45% 32
2024
Q2 		$4.1M Buy
68,071
+1,897
+3% +$118K 0.38% 38
2024
Q1 		$4.52M Sell
66,174
-895
-1% -$59.6K 0.47% 30
2023
Q4 		$3.93M Buy
67,069
+975
+1% +$53.9K 0.46% 34
2023
Q3 		$3.88M Sell
66,094
-393
-0.6% -$26K 0.53% 30
2023
Q2 		$5.03M Buy
66,487
+142
+0.2% +$9.66K 0.72% 22
2023
Q1 		$4.41M Buy
+66,345
New +$3.77M 0.71% 22

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

Sage Mountain Advisors's FTNT Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Fortinet (FTNT) stake by 38% in Q1 2026, selling an estimated $2.11M and leaving 42,300 shares worth $3.46M. The position accounts for 0.24% of the portfolio, ranked #50.

Sage Mountain Advisors first reported a position in FTNT in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.26M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Sage Mountain Advisors held 42,300 shares of Fortinet worth $3.46M as of Q1 2026.
  • Sage Mountain Advisors sold 26,071 Fortinet shares in Q1 2026, an estimated $2.11M.
  • Fortinet made up 0.24% of Sage Mountain Advisors's portfolio in Q1 2026, its #50 holding.
  • Sage Mountain Advisors first reported a position in Fortinet in Q1 2023 and has held it in 13 quarters since.
  • Sage Mountain Advisors's Fortinet position peaked at $7.26M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.