SageView Advisory Group’s Fortinet FTNT Stock Holding History

SageView Advisory Group’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	$527K	Buy	3,433 +86	+3%	+$9.94K	0.02%	357
2026 Q1	$274K	Buy	3,347 +98	+3%	+$7.92K	0.01%	492
2025 Q4	$258K	Buy	3,249 +69	+2%	+$5.72K	0.01%	524
2025 Q3	$267K	Buy	3,180 +4	+0.1%	+$357	0.01%	550
2025 Q2	$333K	Buy	3,176 +10	+0.3%	+$1.01K	0.01%	469
2025 Q1	$305K	Buy	3,166 +108	+4%	+$10.9K	0.01%	467
2024 Q4	$289K	Buy	+3,058	New	+$272K	0.01%	471
2023 Q3	–	Sell	-3,498	Closed	-$264K	–	532
2023 Q2	$264K	Buy	+3,498	New	+$238K	0.01%	470

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

SageView Advisory Group's FTNT Position: Q2 2026 in Review

SageView Advisory Group increased its Fortinet (FTNT) stake by 2.6% in Q2 2026, buying an estimated $9.94K and bringing the position to 3,433 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #357.

SageView Advisory Group first reported a position in FTNT in Q2 2023 and has held it in 8 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

SageView Advisory Group held 3,433 shares of Fortinet worth $527K as of Q2 2026.
SageView Advisory Group bought 86 Fortinet shares in Q2 2026, an estimated $9.94K.
Fortinet made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #357 holding.
SageView Advisory Group first reported a position in Fortinet in Q2 2023 and has held it in 8 quarters since.
1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.