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Spire Wealth Management’s Fortinet FTNT Stock Holding History

Spire 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
Q2 		$547K Sell
3,558
-4,904
-58% -$567K 0.02% 538
2026
Q1 		$691K Buy
8,462
+3,938
+87% +$318K 0.02% 460
2025
Q4 		$359K Sell
4,524
-1,541
-25% -$128K 0.01% 630
2025
Q3 		$510K Sell
6,065
-17,340
-74% -$1.55M 0.02% 519
2025
Q2 		$2.47M Sell
23,405
-23,774
-50% -$2.4M 0.09% 191
2025
Q1 		$4.72M Buy
+47,179
New +$4.78M 0.15% 131
2024
Q4 		– Sell
-88,541
Closed -$6.87M – 2470
2024
Q3 		$6.87M Buy
88,541
+7,598
+9% +$519K 0.23% 91
2024
Q2 		$4.88M Buy
80,943
+74,421
+1,141% +$4.63M 0.17% 125
2024
Q1 		$446K Sell
6,522
-5,635
-46% -$375K 0.01% 549
2023
Q4 		$740K Sell
12,157
-62,509
-84% -$3.45M 0.02% 427
2023
Q3 		$4.38M Sell
74,666
-47,957
-39% -$3.17M 0.17% 126
2023
Q2 		$9.27M Buy
122,623
+66,385
+118% +$4.51M 0.34% 64
2023
Q1 		$3.74M Buy
56,238
+44,939
+398% +$2.55M 0.15% 136
2022
Q4 		$552K Sell
11,299
-2,702
-19% -$141K 0.03% 347
2022
Q3 		$688K Sell
14,001
-2,204
-14% -$119K 0.04% 277
2022
Q2 		$917K Sell
16,205
-545
-3% -$32.4K 0.04% 345
2022
Q1 		$1.15M Sell
16,750
-5,865
-26% -$365K 0.03% 362
2021
Q4 		$1.52M Buy
22,615
+2,725
+14% +$179K 0.03% 355
2021
Q3 		$1.11M Buy
19,890
+1,780
+10% +$103K 0.03% 389
2021
Q2 		$863K Buy
18,110
+2,110
+13% +$90.1K 0.02% 464
2021
Q1 		$599K Buy
+16,000
New +$523K 0.02% 611

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

Spire Wealth Management's FTNT Position: Q2 2026 in Review

Spire Wealth Management reduced its Fortinet (FTNT) stake by 58% in Q2 2026, selling an estimated $567K and leaving 3,558 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #538.

Spire Wealth Management first reported a position in FTNT in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.27M in Q2 2023. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Spire Wealth Management held 3,558 shares of Fortinet worth $547K as of Q2 2026.
  • Spire Wealth Management sold 4,904 Fortinet shares in Q2 2026, an estimated $567K.
  • Fortinet made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Spire Wealth Management first reported a position in Fortinet in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Fortinet position peaked at $9.27M in Q2 2023.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.