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Strategic Planning Inc’s Fortinet FTNT Stock Holding History

Strategic Planning Inc’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 		$3.84M Buy
46,951
+3,151
+7% +$254K 1.93% 18
2025
Q4 		$3.48M Sell
43,800
-2,369
-5% -$196K 1.87% 18
2025
Q3 		$3.88M Buy
+46,169
New +$4.12M 2.25% 15

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Planning Inc's FTNT Position: Q1 2026 in Review

Strategic Planning Inc increased its Fortinet (FTNT) stake by 7.2% in Q1 2026, buying an estimated $254K and bringing the position to 46,951 shares worth $3.84M. The position accounts for 1.93% of the portfolio, ranked #18.

Strategic Planning Inc first reported a position in FTNT in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.88M in Q3 2025. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Strategic Planning Inc held 46,951 shares of Fortinet worth $3.84M as of Q1 2026.
  • Strategic Planning Inc bought 3,151 Fortinet shares in Q1 2026, an estimated $254K.
  • Fortinet made up 1.93% of Strategic Planning Inc's portfolio in Q1 2026, its #18 holding.
  • Strategic Planning Inc first reported a position in Fortinet in Q3 2025 and has held it in 3 quarters since.
  • Strategic Planning Inc's Fortinet position peaked at $3.88M in Q3 2025.
  • 1,328 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.