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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's FTNT Position: Q1 2026 in Review

Summit Financial increased its Fortinet (FTNT) stake by 961% in Q1 2026, buying an estimated $3.77M and bringing the position to 51,529 shares worth $4.21M. The position accounts for 0.05% of the portfolio, ranked #360.

Summit Financial first reported a position in FTNT in Q4 2021 and has held it in 13 quarters since. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Summit Financial held 51,529 shares of Fortinet worth $4.21M as of Q1 2026.
  • Summit Financial bought 46,671 Fortinet shares in Q1 2026, an estimated $3.77M.
  • Fortinet made up 0.05% of Summit Financial's portfolio in Q1 2026, its #360 holding.
  • Summit Financial first reported a position in Fortinet in Q4 2021 and has held it in 13 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.