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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
Q2 		$6.53M Buy
42,527
+227
+0.5% +$26.2K 0.4% 34
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sage Mountain Advisors's FTNT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Fortinet (FTNT) stake by 0.54% in Q2 2026, buying an estimated $26.2K and bringing the position to 42,527 shares worth $6.53M. The position accounts for 0.4% of the portfolio, ranked #34.

Sage Mountain Advisors first reported a position in FTNT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.26M in Q2 2025. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Sage Mountain Advisors held 42,527 shares of Fortinet worth $6.53M as of Q2 2026.
  • Sage Mountain Advisors bought 227 Fortinet shares in Q2 2026, an estimated $26.2K.
  • Fortinet made up 0.4% of Sage Mountain Advisors's portfolio in Q2 2026, its #34 holding.
  • Sage Mountain Advisors first reported a position in Fortinet in Q1 2023 and has held it in 14 quarters since.
  • Sage Mountain Advisors's Fortinet position peaked at $7.26M in Q2 2025.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.