TFC Financial Management’s Fortinet FTNT Stock Holding History

TFC Financial 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	$67.3K	Buy	438 +311	+245%	+$35.9K	0.01%	261
2026 Q1	$10.4K	Hold	127	–	–	﹤0.01%	400
2025 Q4	$10.1K	Sell	127 -2	-2%	-$166	﹤0.01%	395
2025 Q3	$10.8K	Buy	129 +2	+2%	+$178	﹤0.01%	401
2025 Q2	$13.4K	Hold	127	–	–	﹤0.01%	359
2025 Q1	$12.2K	Hold	127	–	–	﹤0.01%	349
2024 Q4	$12K	Sell	127 -53	-29%	-$4.71K	﹤0.01%	347
2024 Q3	$14K	Buy	180 +54	+43%	+$3.69K	﹤0.01%	345
2024 Q2	$7.59K	Sell	126 -3	-2%	-$187	﹤0.01%	358
2024 Q1	$8.81K	Buy	129 +3	+2%	+$200	﹤0.01%	338
2023 Q4	$7.38K	Buy	126 +3	+2%	+$166	﹤0.01%	350
2023 Q3	$7.22K	Buy	123 +100	+435%	+$6.62K	﹤0.01%	366
2023 Q2	$1.74K	Buy	23 +4	+21%	+$272	﹤0.01%	456
2023 Q1	$1.26K	Buy	19 +8	+73%	+$455	﹤0.01%	497
2022 Q4	$538	Hold	11	–	–	﹤0.01%	507
2022 Q3	$1K	Buy	+11	New	+$596	﹤0.01%	473

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TFC Financial Management's FTNT Position: Q2 2026 in Review

TFC Financial Management increased its Fortinet (FTNT) stake by 245% in Q2 2026, buying an estimated $35.9K and bringing the position to 438 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #261.

TFC Financial Management first reported a position in FTNT in Q3 2022 and has held it in 16 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

TFC Financial Management held 438 shares of Fortinet worth $67.3K as of Q2 2026.
TFC Financial Management bought 311 Fortinet shares in Q2 2026, an estimated $35.9K.
Fortinet made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #261 holding.
TFC Financial Management first reported a position in Fortinet in Q3 2022 and has held it in 16 quarters since.
1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.