Triad Wealth Partners
FTNT icon

Triad Wealth Partners’s Fortinet FTNT Stock Holding History

Triad Wealth Partners’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
Q3 		$330K Buy
1,848
+147
+9% +$23.8K 0.02% 411
2026
Q2 		$278K Buy
+1,701
New +$197K 0.02% 462
2024
Q3 		– Sell
-47
Closed -$2.83K – 360
2024
Q2 		$2.83K Buy
+47
New +$2.92K ﹤0.01% 696

Other funds holding FTNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's FTNT Position: Q3 2026 in Review

Triad Wealth Partners increased its Fortinet (FTNT) stake by 8.6% in Q3 2026, buying an estimated $23.8K and bringing the position to 1,848 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #411.

Triad Wealth Partners first reported a position in FTNT in Q2 2024 and has held it in 3 quarters since. 1,500 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Triad Wealth Partners held 1,848 shares of Fortinet worth $330K as of Q3 2026.
  • Triad Wealth Partners bought 147 Fortinet shares in Q3 2026, an estimated $23.8K.
  • Fortinet made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #411 holding.
  • Triad Wealth Partners first reported a position in Fortinet in Q2 2024 and has held it in 3 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.