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SFMG Wealth Advisors’s Fortinet FTNT Stock Holding History

SFMG 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 		$346K Buy
+2,253
New +$260K 0.02% 233
2025
Q4 		– Sell
-2,432
Closed -$204K – 318
2025
Q3 		$204K Buy
2,432
+31
+1% +$2.77K 0.01% 282
2025
Q2 		$254K Buy
2,401
+177
+8% +$17.9K 0.02% 230
2025
Q1 		$214K Buy
+2,224
New +$225K 0.02% 249

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

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

SFMG Wealth Advisors opened a new position in Fortinet (FTNT) in Q2 2026: 2,253 shares worth $346K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in FTNT as recently as Q3 2025.

SFMG Wealth Advisors first reported a position in FTNT in Q1 2025 and has held it in 4 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • SFMG Wealth Advisors held 2,253 shares of Fortinet worth $346K as of Q2 2026.
  • Fortinet was a new SFMG Wealth Advisors position in Q2 2026.
  • Fortinet made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • SFMG Wealth Advisors first reported a position in Fortinet in Q1 2025 and has held it in 4 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.