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Shelton Wealth Management’s Fortinet FTNT Stock Holding History

Shelton 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
2024
Q4 		– Sell
-3,000
Closed -$233K – 152
2024
Q3 		$233K Buy
+3,000
New +$205K 0.13% 112

Other funds holding FTNT

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Shelton Wealth Management increased its Fortinet (FTNT) stake by 16% in Q2 2026, buying an estimated $188K and bringing the position to 12,080 shares worth $1.86M. The position accounts for 0.73% of the portfolio, ranked #41.

Shelton Wealth Management first reported a position in FTNT in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Shelton Wealth Management held 12,080 shares of Fortinet worth $1.86M as of Q2 2026.
  • Shelton Wealth Management bought 1,625 Fortinet shares in Q2 2026, an estimated $188K.
  • Fortinet made up 0.73% of Shelton Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Shelton Wealth Management first reported a position in Fortinet in Q1 2026 and has held it in 2 quarters since.
  • 785 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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