Spurstone Advisory Services’s Fortinet FTNT Stock Holding History

Spurstone Advisory Services’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 Q1	$204K	Hold	2,500	–	–	3.5%	9
2025 Q4	$199K	Hold	2,500	–	–	3.12%	11
2025 Q3	$210K	Hold	2,500	–	–	3.01%	10
2025 Q2	$264K	Hold	2,500	–	–	4.01%	8
2025 Q1	$241K	Sell	2,500 -2,500	-50%	-$253K	4.68%	7
2024 Q4	$472K	Buy	+5,000	New	+$445K	9%	2

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spurstone Advisory Services's FTNT Position: Q1 2026 in Review

Spurstone Advisory Services held its Fortinet (FTNT) position steady in Q1 2026 at 2,500 shares worth $204K. The position accounts for 3.5% of the portfolio, ranked #9.

Spurstone Advisory Services first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $472K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Spurstone Advisory Services held 2,500 shares of Fortinet worth $204K as of Q1 2026.
Spurstone Advisory Services left its Fortinet share count unchanged in Q1 2026.
Fortinet made up 3.5% of Spurstone Advisory Services's portfolio in Q1 2026, its #9 holding.
Spurstone Advisory Services first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
Spurstone Advisory Services's Fortinet position peaked at $472K in Q4 2024.
1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.