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Sound Income Strategies’s Fortinet FTNT Stock Holding History

Sound Income Strategies’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
Q3 		$221K Sell
1,170
-321
-22% -$52K 0.01% 443
2026
Q2 		$229K Sell
1,491
-120
-7% -$13.9K 0.01% 437
2026
Q1 		$131K Buy
1,611
+237
+17% +$19.1K 0.01% 522
2025
Q4 		$104K Buy
1,374
+1,144
+497% +$94.9K ﹤0.01% 573
2025
Q3 		$19.8K Hold
230
– – ﹤0.01% 812
2025
Q2 		$24.3K Sell
230
-10
-4% -$1.01K ﹤0.01% 706
2025
Q1 		$23.1K Sell
240
-2,750
-92% -$279K ﹤0.01% 688
2024
Q4 		$282K Buy
2,990
+2,945
+6,544% +$262K 0.02% 207
2024
Q3 		$3.49K Hold
45
– – ﹤0.01% 1026
2024
Q2 		$2.71K Hold
45
– – ﹤0.01% 1055
2024
Q1 		$3.07K Hold
45
– – ﹤0.01% 983
2023
Q4 		$2.63K Hold
45
– – ﹤0.01% 1011
2023
Q3 		$2.64K Hold
45
– – ﹤0.01% 857
2023
Q2 		$3.4K Hold
45
– – ﹤0.01% 808
2023
Q1 		$2.99K Sell
45
-5
-10% -$284 ﹤0.01% 777
2022
Q4 		$2.44K Hold
50
– – ﹤0.01% 737
2022
Q3 		$2K Sell
50
-15
-23% -$813 ﹤0.01% 702
2022
Q2 		$4K Hold
65
– – ﹤0.01% 609
2022
Q1 		$4K Buy
65
+20
+44% +$1.24K ﹤0.01% 621
2021
Q4 		$3K Hold
45
– – ﹤0.01% 663
2021
Q3 		$3K Hold
45
– – ﹤0.01% 639
2021
Q2 		$2K Sell
45
-305
-87% -$13K ﹤0.01% 724
2021
Q1 		$12.9K Hold
350
– – ﹤0.01% 433
2020
Q4 		$10K Hold
350
– – ﹤0.01% 448
2020
Q3 		$8K Buy
+350
New +$9.04K ﹤0.01% 458

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Sound Income Strategies's FTNT Position: Q3 2026 in Review

Sound Income Strategies reduced its Fortinet (FTNT) stake by 22% in Q3 2026, selling an estimated $52K and leaving 1,170 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #443.

Sound Income Strategies first reported a position in FTNT in Q3 2020 and has held it in 25 quarters since. The position peaked at $282K in Q4 2024. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Sound Income Strategies held 1,170 shares of Fortinet worth $221K as of Q3 2026.
  • Sound Income Strategies sold 321 Fortinet shares in Q3 2026, an estimated $52K.
  • Fortinet made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #443 holding.
  • Sound Income Strategies first reported a position in Fortinet in Q3 2020 and has held it in 25 quarters since.
  • Sound Income Strategies's Fortinet position peaked at $282K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.