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Summit Wealth Group’s Fortinet FTNT Stock Holding History

Summit Wealth Group’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 		$210K Buy
+1,368
New +$158K 0.04% 123
2023
Q2 		– Sell
-115,640
Closed -$2K – 147
2023
Q1 		$2K Buy
+115,640
New +$6.57M 0.05% 86

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 Wealth Group's FTNT Position: Q2 2026 in Review

Summit Wealth Group opened a new position in Fortinet (FTNT) in Q2 2026: 1,368 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in FTNT as recently as Q1 2023.

Summit Wealth Group first reported a position in FTNT in Q1 2023 and has held it in 2 quarters since. 1,579 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Summit Wealth Group held 1,368 shares of Fortinet worth $210K as of Q2 2026.
  • Fortinet was a new Summit Wealth Group position in Q2 2026.
  • Fortinet made up 0.04% of Summit Wealth Group's portfolio in Q2 2026, its #123 holding.
  • Summit Wealth Group first reported a position in Fortinet in Q1 2023 and has held it in 2 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.