TWM
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Thrive Wealth Management’s Fortinet FTNT Stock Holding History

Thrive Wealth 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 		$1.09M Sell
7,090
-471
-6% -$54.4K 0.14% 79
2026
Q1 		$618K Buy
7,561
+72
+1% +$5.82K 0.09% 105
2025
Q4 		$595K Buy
7,489
+19
+0.3% +$1.58K 0.09% 112
2025
Q3 		$628K Sell
7,470
-1,565
-17% -$140K 0.09% 113
2025
Q2 		$955K Sell
9,035
-497
-5% -$50.1K 0.15% 80
2025
Q1 		$918K Sell
9,532
-978
-9% -$99.2K 0.18% 77
2024
Q4 		$993K Buy
10,510
+62
+0.6% +$5.51K 0.18% 66
2024
Q3 		$810K Sell
10,448
-2,500
-19% -$171K 0.15% 83
2024
Q2 		$780K Sell
12,948
-109
-0.8% -$6.78K 0.15% 81
2024
Q1 		$892K Buy
13,057
+122
+0.9% +$8.12K 0.18% 68
2023
Q4 		$757K Sell
12,935
-47
-0.4% -$2.6K 0.17% 77
2023
Q3 		$762K Hold
12,982
– – 0.2% 70
2023
Q2 		$981K Sell
12,982
-180
-1% -$12.2K 0.25% 50
2023
Q1 		$875K Sell
13,162
-868
-6% -$49.3K 0.22% 56
2022
Q4 		$686K Sell
14,030
-90
-0.6% -$4.69K 0.2% 67
2022
Q3 		$694K Hold
14,120
– – 0.24% 57
2022
Q2 		$799K Hold
14,120
– – 0.28% 39
2022
Q1 		$965K Hold
14,120
– – 0.29% 42
2021
Q4 		$1.01M Buy
+14,120
New +$929K 0.35% 35

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thrive Wealth Management's FTNT Position: Q2 2026 in Review

Thrive Wealth Management reduced its Fortinet (FTNT) stake by 6.2% in Q2 2026, selling an estimated $54.4K and leaving 7,090 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #79.

Thrive Wealth Management first reported a position in FTNT in Q4 2021 and has held it in 19 quarters since. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Thrive Wealth Management held 7,090 shares of Fortinet worth $1.09M as of Q2 2026.
  • Thrive Wealth Management sold 471 Fortinet shares in Q2 2026, an estimated $54.4K.
  • Fortinet made up 0.14% of Thrive Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Thrive Wealth Management first reported a position in Fortinet in Q4 2021 and has held it in 19 quarters since.
  • 232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.