SOA Wealth Advisors’s Fortinet FTNT Stock Holding History

SOA Wealth Advisors’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	$154K	Hold	1,005	–	–	0.03%	235
2026 Q1	$82.1K	Hold	1,005	–	–	0.02%	288
2025 Q4	$79.8K	Hold	1,005	–	–	0.01%	304
2025 Q3	$84.5K	Buy	1,005 +200	+25%	+$17.8K	0.01%	307
2025 Q2	$85.1K	Hold	805	–	–	0.02%	293
2025 Q1	$77.5K	Hold	805	–	–	0.02%	284
2024 Q4	$76.1K	Hold	805	–	–	0.01%	281
2024 Q3	$62.4K	Hold	805	–	–	0.01%	288
2024 Q2	$48.5K	Hold	805	–	–	0.01%	310
2024 Q1	$55K	Hold	805	–	–	0.01%	295
2023 Q4	$47.1K	Hold	805	–	–	0.01%	300
2023 Q3	$47.2K	Hold	805	–	–	0.01%	289
2023 Q2	$60.9K	Hold	805	–	–	0.01%	274
2023 Q1	$53.5K	Sell	805 -520	-39%	-$29.6K	0.01%	277
2022 Q4	$64.8K	Buy	1,325 +20	+2%	+$1.04K	0.02%	254
2022 Q3	$64K	Buy	1,305 +150	+13%	+$8.13K	0.02%	236
2022 Q2	$65K	Buy	1,155 +350	+43%	+$20.8K	0.02%	237
2022 Q1	$55K	Hold	805	–	–	0.01%	296
2021 Q4	$57K	Hold	805	–	–	0.01%	280
2021 Q3	$47K	Hold	805	–	–	0.01%	315
2021 Q2	$38K	Hold	805	–	–	0.01%	348
2021 Q1	$29K	Hold	805	–	–	0.01%	337
2020 Q4	$25K	Buy	+805	New	+$20.3K	0.01%	361

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's FTNT Position: Q2 2026 in Review

SOA Wealth Advisors held its Fortinet (FTNT) position steady in Q2 2026 at 1,005 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #235.

SOA Wealth Advisors first reported a position in FTNT in Q4 2020 and has held it in 23 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

SOA Wealth Advisors held 1,005 shares of Fortinet worth $154K as of Q2 2026.
SOA Wealth Advisors left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #235 holding.
SOA Wealth Advisors first reported a position in Fortinet in Q4 2020 and has held it in 23 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.