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Symphony Financial’s Fortinet FTNT Stock Holding History

Symphony 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 		$2.74M Sell
17,662
-1,480
-8% -$171K 0.3% 76
2026
Q1 		$1.54M Sell
19,142
-1,859
-9% -$150K 0.2% 91
2025
Q4 		$1.69M Buy
21,001
+9,317
+80% +$773K 0.23% 86
2025
Q3 		$984K Buy
+11,684
New +$1.04M 0.12% 112
2025
Q1 		– Sell
-10,803
Closed -$1.05M – 140
2024
Q4 		$1.05M Sell
10,803
-122
-1% -$10.9K 0.17% 99
2024
Q3 		$846K Buy
10,925
+3,130
+40% +$214K 0.14% 109
2024
Q2 		$468K Buy
7,795
+1,810
+30% +$113K 0.09% 139
2024
Q1 		$409K Sell
5,985
-163
-3% -$10.9K 0.1% 126
2023
Q4 		$381K Sell
6,148
-11,919
-66% -$659K 0.08% 151
2023
Q3 		$1.06M Buy
18,067
+540
+3% +$35.7K 0.26% 69
2023
Q2 		$1.32M Sell
17,527
-655
-4% -$44.5K 0.32% 68
2023
Q1 		$1.2M Sell
18,182
-1,832
-9% -$104K 0.31% 69
2022
Q4 		$970K Buy
20,014
+3,215
+19% +$168K 0.26% 75
2022
Q3 		$834K Buy
16,799
+234
+1% +$12.7K 0.27% 85
2022
Q2 		$949K Sell
16,565
-1,500
-8% -$89.1K 0.28% 74
2022
Q1 		$1.21M Buy
18,065
+6,165
+52% +$383K 0.28% 71
2021
Q4 		$791K Buy
11,900
+7,090
+147% +$467K 0.22% 82
2021
Q3 		$278K Sell
4,810
-300
-6% -$17.4K 0.1% 143
2021
Q2 		$245K Buy
+5,110
New +$218K 0.08% 153

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's FTNT Position: Q2 2026 in Review

Symphony Financial reduced its Fortinet (FTNT) stake by 7.7% in Q2 2026, selling an estimated $171K and leaving 17,662 shares worth $2.74M. The position accounts for 0.3% of the portfolio, ranked #76.

Symphony Financial first reported a position in FTNT in Q2 2021 and has held it in 19 quarters since. 1,307 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Symphony Financial held 17,662 shares of Fortinet worth $2.74M as of Q2 2026.
  • Symphony Financial sold 1,480 Fortinet shares in Q2 2026, an estimated $171K.
  • Fortinet made up 0.3% of Symphony Financial's portfolio in Q2 2026, its #76 holding.
  • Symphony Financial first reported a position in Fortinet in Q2 2021 and has held it in 19 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.