SHP Wealth Management’s Fortinet FTNT Stock Holding History

SHP 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	$1.45M	Sell	9,451 -773	-8%	-$89.3K	0.1%	74
2026 Q1	$836K	Sell	10,224 -2,308	-18%	-$186K	0.06%	104
2025 Q4	$995K	Buy	+12,532	New	+$1.04M	0.08%	82

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Fortinet (FTNT) stake by 7.6% in Q2 2026, selling an estimated $89.3K and leaving 9,451 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #74.

SHP Wealth Management first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

SHP Wealth Management held 9,451 shares of Fortinet worth $1.45M as of Q2 2026.
SHP Wealth Management sold 773 Fortinet shares in Q2 2026, an estimated $89.3K.
Fortinet made up 0.1% of SHP Wealth Management's portfolio in Q2 2026, its #74 holding.
SHP Wealth Management first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.