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Sax Wealth Advisors’s Fortinet FTNT Stock Holding History

Sax 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 		– Sell
-5,351
Closed -$425K – 545
2026
Q1 		$425K Sell
5,351
-160
-3% -$12.9K 0.02% 316
2025
Q4 		$438K Sell
5,511
-436
-7% -$36.2K 0.02% 315
2025
Q3 		$500K Sell
5,947
-132
-2% -$11.8K 0.03% 272
2025
Q2 		$643K Buy
+6,079
New +$613K 0.04% 223
2025
Q1 		– Sell
-2,717
Closed -$257K – 373
2024
Q4 		$257K Buy
+2,717
New +$242K 0.02% 286

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Sax Wealth Advisors sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 5,351 shares — an estimated $425K sold.

Sax Wealth Advisors first reported a position in FTNT in Q4 2024 and held it in 5 quarters. The position peaked at $643K in Q2 2025. 308 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 5,351 Fortinet shares in Q2 2026, an estimated $425K.
  • Sax Wealth Advisors first reported a position in Fortinet in Q4 2024 and held it in 5 quarters.
  • Sax Wealth Advisors's Fortinet position peaked at $643K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.