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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's FTNT Position: Q1 2026 in Review

SHP Wealth Management reduced its Fortinet (FTNT) stake by 18% in Q1 2026, selling an estimated $186K and leaving 10,224 shares worth $836K. The position accounts for 0.06% of the portfolio, ranked #104.

SHP Wealth Management first reported a position in FTNT in Q4 2025 and has held it in 2 quarters since. The position peaked at $995K in Q4 2025. 1,322 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • SHP Wealth Management held 10,224 shares of Fortinet worth $836K as of Q1 2026.
  • SHP Wealth Management sold 2,308 Fortinet shares in Q1 2026, an estimated $186K.
  • Fortinet made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #104 holding.
  • SHP Wealth Management first reported a position in Fortinet in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fortinet position peaked at $995K in Q4 2025.
  • 1,322 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.