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Summit Financial’s Fortinet FTNT Stock Holding History

Summit Financial’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 		$8M Buy
52,057
+528
+1% +$61K 0.09% 232
2026
Q1 		$4.21M Buy
51,529
+46,671
+961% +$3.77M 0.05% 360
2025
Q4 		$386K Sell
4,858
-42
-0.9% -$3.48K 0.01% 974
2025
Q3 		$412K Sell
4,900
-1,927
-28% -$172K 0.01% 949
2025
Q2 		$722K Sell
6,827
-12
-0.2% -$1.21K 0.02% 492
2025
Q1 		$658K Buy
6,839
+18
+0.3% +$1.82K 0.02% 445
2024
Q4 		$644K Buy
6,821
+2,434
+55% +$216K 0.02% 401
2024
Q3 		$340K Sell
4,387
-206
-4% -$14.1K 0.01% 437
2024
Q2 		$277K Buy
+4,593
New +$286K 0.01% 428
2023
Q3 		– Sell
-2,971
Closed -$225K – 338
2023
Q2 		$225K Sell
2,971
-197
-6% -$13.4K 0.02% 302
2023
Q1 		$211K Buy
+3,168
New +$180K 0.02% 244
2022
Q4 		– Sell
-4,586
Closed -$225K – 254
2022
Q3 		$225K Buy
+4,586
New +$248K 0.02% 233
2022
Q2 		– Sell
-3,685
Closed -$252K – 238
2022
Q1 		$252K Sell
3,685
-330
-8% -$20.5K 0.02% 227
2021
Q4 		$289K Buy
+4,015
New +$264K 0.02% 215

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

Summit Financial's FTNT Position: Q2 2026 in Review

Summit Financial increased its Fortinet (FTNT) stake by 1% in Q2 2026, buying an estimated $61K and bringing the position to 52,057 shares worth $8M. The position accounts for 0.09% of the portfolio, ranked #232.

Summit Financial first reported a position in FTNT in Q4 2021 and has held it in 14 quarters since. 1,581 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Summit Financial held 52,057 shares of Fortinet worth $8M as of Q2 2026.
  • Summit Financial bought 528 Fortinet shares in Q2 2026, an estimated $61K.
  • Fortinet made up 0.09% of Summit Financial's portfolio in Q2 2026, its #232 holding.
  • Summit Financial first reported a position in Fortinet in Q4 2021 and has held it in 14 quarters since.
  • 1,581 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.