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Simplicity Wealth’s Fortinet FTNT Stock Holding History

Simplicity Wealth’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 		$375K Buy
+2,439
New +$282K 0.01% 749
2024
Q3 		– Sell
-8,260
Closed -$498K – 754
2024
Q2 		$498K Buy
8,260
+174
+2% +$10.8K 0.01% 764
2024
Q1 		$552K Buy
+8,086
New +$538K 0.01% 696

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simplicity Wealth's FTNT Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Fortinet (FTNT) in Q2 2026: 2,439 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in FTNT as recently as Q2 2024.

Simplicity Wealth first reported a position in FTNT in Q1 2024 and has held it in 3 quarters since. The position peaked at $552K in Q1 2024. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Simplicity Wealth held 2,439 shares of Fortinet worth $375K as of Q2 2026.
  • Fortinet was a new Simplicity Wealth position in Q2 2026.
  • Fortinet made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #749 holding.
  • Simplicity Wealth first reported a position in Fortinet in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Fortinet position peaked at $552K in Q1 2024.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.