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Sheets Smith Wealth Management’s Fortinet FTNT Stock Holding History

Sheets Smith 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 		$619K Buy
4,031
+2
+0% +$231 0.06% 272
2026
Q1 		$329K Buy
4,029
+24
+0.6% +$1.94K 0.04% 340
2025
Q4 		$318K Buy
4,005
+48
+1% +$3.98K 0.03% 339
2025
Q3 		$333K Sell
3,957
-4,910
-55% -$438K 0.04% 327
2025
Q2 		$937K Sell
8,867
-53
-0.6% -$5.35K 0.11% 179
2025
Q1 		$859K Sell
8,920
-1,660
-16% -$168K 0.11% 176
2024
Q4 		$1,000K Buy
10,580
+1,880
+22% +$167K 0.12% 158
2024
Q3 		$675K Buy
8,700
+5,313
+157% +$363K 0.08% 207
2024
Q2 		$204K Buy
3,387
+150
+5% +$9.33K 0.02% 359
2024
Q1 		$221K Buy
+3,237
New +$215K 0.02% 356
2023
Q3 		– Sell
-6,374
Closed -$482K – 492
2023
Q2 		$482K Buy
+6,374
New +$433K 0.07% 210
2019
Q2 		– Sell
-35,020
Closed -$588K – 318
2019
Q1 		$588K Buy
35,020
+920
+3% +$14.7K 0.13% 174
2018
Q4 		$480K Sell
34,100
-285
-0.8% -$4.34K 0.13% 167
2018
Q3 		$635K Buy
34,385
+465
+1% +$7.11K 0.13% 180
2018
Q2 		$424K Buy
33,920
+385
+1% +$4.56K 0.1% 213
2018
Q1 		$359K Buy
+33,535
New +$327K 0.09% 231

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management's FTNT Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Fortinet (FTNT) stake by 0.05% in Q2 2026, buying an estimated $231 and bringing the position to 4,031 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #272.

Sheets Smith Wealth Management first reported a position in FTNT in Q1 2018 and has held it in 16 quarters since. The position peaked at $1,000K in Q4 2024. 220 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Sheets Smith Wealth Management held 4,031 shares of Fortinet worth $619K as of Q2 2026.
  • Sheets Smith Wealth Management bought 2 Fortinet shares in Q2 2026, an estimated $231.
  • Fortinet made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Sheets Smith Wealth Management first reported a position in Fortinet in Q1 2018 and has held it in 16 quarters since.
  • Sheets Smith Wealth Management's Fortinet position peaked at $1,000K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.