Sendero Wealth Management’s Fortinet FTNT Stock Holding History

Sendero Wealth Management’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	$287K	Buy	+1,868	New	+$216K	0.03%	189
2025 Q3	–	Sell	-70,171	Closed	-$7.42M	–	192
2025 Q2	$7.42M	Buy	70,171 +4,570	+7%	+$461K	0.93%	22
2025 Q1	$6.31M	Buy	65,601 +9,728	+17%	+$986K	0.88%	28
2024 Q4	$5.28M	Buy	55,873 +15,027	+37%	+$1.34M	0.79%	28
2024 Q3	$3.17M	Buy	40,846 +1,099	+3%	+$75.1K	0.5%	43
2024 Q2	$2.4M	Buy	39,747 +270	+0.7%	+$16.8K	0.4%	48
2024 Q1	$2.7M	Sell	39,477 -514	-1%	-$34.2K	0.46%	47
2023 Q4	$2.34M	Buy	39,991 +18,318	+85%	+$1.01M	0.44%	50
2023 Q3	$1.27M	Buy	+21,673	New	+$1.43M	0.27%	65

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

Sendero Wealth Management's FTNT Position: Q2 2026 in Review

Sendero Wealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 1,868 shares worth $287K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Sendero Wealth Management previously reported a position in FTNT as recently as Q2 2025.

Sendero Wealth Management first reported a position in FTNT in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.42M in Q2 2025. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Sendero Wealth Management held 1,868 shares of Fortinet worth $287K as of Q2 2026.
Fortinet was a new Sendero Wealth Management position in Q2 2026.
Fortinet made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #189 holding.
Sendero Wealth Management first reported a position in Fortinet in Q3 2023 and has held it in 9 quarters since.
Sendero Wealth Management's Fortinet position peaked at $7.42M in Q2 2025.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.