TRUE Private Wealth Advisors’s Fortinet FTNT Stock Holding History

TRUE Private Wealth Advisors’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 Q1	$1.2M	Sell	14,649 -228	-2%	-$18.4K	0.11%	109
2025 Q4	$1.18M	Sell	14,877 -754	-5%	-$62.5K	0.12%	107
2025 Q3	$1.31M	Sell	15,631 -573	-4%	-$51.1K	0.13%	102
2025 Q2	$1.71M	Sell	16,204 -700	-4%	-$70.6K	0.19%	79
2025 Q1	$1.63M	Sell	16,904 -214	-1%	-$21.7K	0.2%	73
2024 Q4	$1.62M	Sell	17,118 -200	-1%	-$17.8K	0.2%	76
2024 Q3	$1.34M	Sell	17,318 -11	-0.1%	-$751	0.16%	81
2024 Q2	$1.04M	Buy	17,329 +129	+0.8%	+$8.02K	0.12%	95
2024 Q1	$1.17M	Sell	17,200 -441	-2%	-$29.4K	0.13%	88
2023 Q4	$1.03M	Sell	17,641 -5	-0%	-$276	0.13%	94
2023 Q3	$1.04M	Buy	17,646 +81	+0.5%	+$5.36K	0.14%	89
2023 Q2	$1.33M	Sell	17,565 -1,300	-7%	-$88.4K	0.2%	71
2023 Q1	$1.25M	Hold	18,865	–	–	0.19%	70
2022 Q4	$922K	Sell	18,865 -2,290	-11%	-$119K	0.14%	77
2022 Q3	$1.04M	Hold	21,155	–	–	0.16%	65
2022 Q2	$1.2M	Hold	21,155	–	–	0.17%	70
2022 Q1	$1.22M	Sell	21,155 -290	-1%	-$18K	0.17%	76
2021 Q4	$1.54M	Buy	21,445 +80	+0.4%	+$5.26K	0.22%	71
2021 Q3	$1.25M	Hold	21,365	–	–	0.18%	77
2021 Q2	$1.02M	Sell	21,365 -250	-1%	-$10.7K	0.15%	85
2021 Q1	$797K	Sell	21,615 -500	-2%	-$16.4K	0.13%	102
2020 Q4	$656K	Sell	22,115 -2,250	-9%	-$56.9K	0.11%	104
2020 Q3	$574K	Sell	24,365 -500	-2%	-$12.9K	0.1%	109
2020 Q2	$682K	Buy	24,865 +155	+0.6%	+$3.89K	0.12%	97
2020 Q1	$499K	Sell	24,710 -770	-3%	-$16.5K	0.11%	100
2019 Q4	$544K	Buy	25,480 +1,000	+4%	+$18.8K	0.08%	130
2019 Q3	$375K	Hold	24,480	–	–	0.06%	140
2019 Q2	$376K	Hold	24,480	–	–	0.06%	139
2019 Q1	$411K	Buy	+24,480	New	+$390K	0.08%	121
2018 Q4	–	Sell	-48,290	Closed	-$891K	–	499
2018 Q3	$891K	Buy	48,290 +4,845	+11%	+$74.1K	0.13%	108
2018 Q2	$542K	Hold	43,445	–	–	0.09%	151
2018 Q1	$465K	Sell	43,445 -3,510	-7%	-$34.2K	0.08%	142
2017 Q4	$410K	Buy	46,955 +16,170	+53%	+$132K	0.07%	151
2017 Q3	$220K	Sell	30,785 -1,500	-5%	-$11.4K	0.05%	140
2017 Q2	$241K	Buy	32,285 +1,055	+3%	+$8.18K	0.06%	133
2017 Q1	$233K	Sell	31,230 -4,100	-12%	-$29K	0.05%	133
2016 Q4	$233K	Buy	35,330 +850	+2%	+$5.31K	0.06%	133
2016 Q3	$215K	Sell	34,480 -845	-2%	-$5.91K	0.07%	132
2016 Q2	$223K	Sell	35,325 -515	-1%	-$3.33K	0.07%	128
2016 Q1	$220K	Buy	35,840 +1,860	+5%	+$10.3K	0.09%	117
2015 Q4	$212K	Buy	+33,980	New	+$244K	0.09%	86

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRUE Private Wealth Advisors's FTNT Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Fortinet (FTNT) stake by 1.5% in Q1 2026, selling an estimated $18.4K and leaving 14,649 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #109.

TRUE Private Wealth Advisors first reported a position in FTNT in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.71M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

TRUE Private Wealth Advisors held 14,649 shares of Fortinet worth $1.2M as of Q1 2026.
TRUE Private Wealth Advisors sold 228 Fortinet shares in Q1 2026, an estimated $18.4K.
Fortinet made up 0.11% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #109 holding.
TRUE Private Wealth Advisors first reported a position in Fortinet in Q4 2015 and has held it in 41 quarters since.
TRUE Private Wealth Advisors's Fortinet position peaked at $1.71M in Q2 2025.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.