Sigma Planning Corp’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641K | Sell |
7,847
-92
| -1% | -$7.43K | 0.02% | 745 |
|
|
2025
Q4 | $639K | Buy |
7,939
+603
| +8% | +$50K | 0.02% | 713 |
|
|
2025
Q3 | $617K | Sell |
7,336
-547
| -7% | -$48.8K | 0.02% | 724 |
|
|
2025
Q2 | $833K | Buy |
7,883
+655
| +9% | +$66.1K | 0.03% | 561 |
|
|
2025
Q1 | $696K | Buy |
7,228
+133
| +2% | +$13.5K | 0.02% | 607 |
|
|
2024
Q4 | $670K | Sell |
7,095
-939
| -12% | -$83.5K | 0.02% | 622 |
|
|
2024
Q3 | $623K | Buy |
8,034
+1,306
| +19% | +$89.2K | 0.02% | 661 |
|
|
2024
Q2 | $406K | Sell |
6,728
-495
| -7% | -$30.8K | 0.01% | 809 |
|
|
2024
Q1 | $493K | Buy |
+7,223
| New | +$481K | 0.02% | 766 |
|
|
2023
Q4 | – | Sell |
-7,823
| Closed | -$459K | – | 968 |
|
|
2023
Q3 | $459K | Sell |
7,823
-1,036
| -12% | -$68.6K | 0.02% | 754 |
|
|
2023
Q2 | $670K | Buy |
8,859
+1,262
| +17% | +$85.8K | 0.02% | 617 |
|
|
2023
Q1 | $505K | Sell |
7,597
-902
| -11% | -$51.3K | 0.02% | 789 |
|
|
2022
Q4 | $416K | Sell |
8,499
-2,347
| -22% | -$122K | 0.01% | 842 |
|
|
2022
Q3 | $533K | Buy |
10,846
+1,452
| +15% | +$78.7K | 0.02% | 708 |
|
|
2022
Q2 | $532K | Buy |
9,394
+284
| +3% | +$16.9K | 0.02% | 720 |
|
|
2022
Q1 | $623K | Sell |
9,110
-41,855
| -82% | -$2.6M | 0.02% | 748 |
|
|
2021
Q4 | $3.66M | Buy |
50,965
+8,570
| +20% | +$564K | 0.1% | 210 |
|
|
2021
Q3 | $2.48M | Buy |
42,395
+34,415
| +431% | +$1.99M | 0.07% | 278 |
|
|
2021
Q2 | $380K | Sell |
7,980
-850
| -10% | -$36.3K | 0.01% | 961 |
|
|
2021
Q1 | $326K | Sell |
8,830
-2,500
| -22% | -$81.8K | 0.01% | 941 |
|
|
2020
Q4 | $337K | Buy |
11,330
+2,660
| +31% | +$67.2K | 0.01% | 845 |
|
|
2020
Q3 | $204K | Sell |
8,670
-69,580
| -89% | -$1.8M | 0.01% | 953 |
|
|
2020
Q2 | $2.15M | Buy |
+78,250
| New | +$1.96M | 0.09% | 225 |
|
|
2020
Q1 | – | Sell |
-15,070
| Closed | -$322K | – | 984 |
|
|
2019
Q4 | $322K | Buy |
+15,070
| New | +$284K | 0.01% | 763 |
|
|
2015
Q4 | – | Sell |
-32,335
| Closed | -$275K | – | 710 |
|
|
2015
Q3 | $275K | Buy |
32,335
+620
| +2% | +$5.49K | 0.04% | 455 |
|
|
2015
Q2 | $262K | Sell |
31,715
-4,005
| -11% | -$31.1K | 0.04% | 528 |
|
|
2015
Q1 | $250K | Sell |
35,720
-2,495
| -7% | -$16.3K | 0.03% | 596 |
|
|
2014
Q4 | $234K | Buy |
+38,215
| New | +$206K | 0.03% | 590 |
|
Other funds holding FTNT
VCM
VPM
Sigma Planning Corp's FTNT Position: Q1 2026 in Review
Sigma Planning Corp reduced its Fortinet (FTNT) stake by 1.2% in Q1 2026, selling an estimated $7.43K and leaving 7,847 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #745.
Sigma Planning Corp first reported a position in FTNT in Q4 2014 and has held it in 28 quarters since. The position peaked at $3.66M in Q4 2021. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.
- Sigma Planning Corp held 7,847 shares of Fortinet worth $641K as of Q1 2026.
- Sigma Planning Corp sold 92 Fortinet shares in Q1 2026, an estimated $7.43K.
- Fortinet made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #745 holding.
- Sigma Planning Corp first reported a position in Fortinet in Q4 2014 and has held it in 28 quarters since.
- Sigma Planning Corp's Fortinet position peaked at $3.66M in Q4 2021.
- 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.