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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
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 $6.73T 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

Triad Wealth Partners's FTNT Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Fortinet (FTNT) in Q2 2026: 1,701 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in FTNT as recently as Q2 2024.

Triad Wealth Partners first reported a position in FTNT in Q2 2024 and has held it in 2 quarters since. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Triad Wealth Partners held 1,701 shares of Fortinet worth $278K as of Q2 2026.
  • Fortinet was a new Triad Wealth Partners position in Q2 2026.
  • Fortinet made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #462 holding.
  • Triad Wealth Partners first reported a position in Fortinet in Q2 2024 and has held it in 2 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.