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Synergy Investment Management’s Fortinet FTNT Stock Holding History

Synergy Investment Management’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 		$17.3K Buy
113
+52
+85% +$6.01K ﹤0.01% 545
2026
Q1 		$4.99K Buy
+61
New +$4.93K ﹤0.01% 579
2025
Q2 		– Sell
-50
Closed -$4.81K – 266
2025
Q1 		$4.81K Hold
50
– – ﹤0.01% 457
2024
Q4 		$4.72K Buy
+50
New +$4.45K ﹤0.01% 472

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

Synergy Investment Management's FTNT Position: Q2 2026 in Review

Synergy Investment Management increased its Fortinet (FTNT) stake by 85% in Q2 2026, buying an estimated $6.01K and bringing the position to 113 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Synergy Investment Management first reported a position in FTNT in Q4 2024 and has held it in 4 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Synergy Investment Management held 113 shares of Fortinet worth $17.3K as of Q2 2026.
  • Synergy Investment Management bought 52 Fortinet shares in Q2 2026, an estimated $6.01K.
  • Fortinet made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #545 holding.
  • Synergy Investment Management first reported a position in Fortinet in Q4 2024 and has held it in 4 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.