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True Wealth Design’s Fortinet FTNT Stock Holding History

True Wealth Design’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 		$259K Sell
1,684
-433
-20% -$50K 0.06% 82
2026
Q1 		$173K Buy
2,117
+1,075
+103% +$86.8K 0.05% 112
2025
Q4 		$82.7K Buy
1,042
+741
+246% +$61.5K 0.02% 217
2025
Q3 		$25.3K Sell
301
-1,527
-84% -$136K 0.01% 526
2025
Q2 		$193K Buy
1,828
+1
+0.1% +$101 0.07% 51
2025
Q1 		$176K Buy
1,827
+55
+3% +$5.58K 0.07% 43
2024
Q4 		$167K Buy
1,772
+198
+13% +$17.6K 0.07% 33
2024
Q3 		$122K Buy
1,574
+1,552
+7,055% +$106K 0.05% 46
2024
Q2 		$1.33K Buy
22
+5
+29% +$311 ﹤0.01% 448
2024
Q1 		$1.16K Buy
17
+7
+70% +$466 ﹤0.01% 433
2023
Q4 		$586 Hold
10
– – ﹤0.01% 438
2023
Q3 		$587 Hold
10
– – ﹤0.01% 395
2023
Q2 		$756 Hold
10
– – ﹤0.01% 363
2023
Q1 		$665 Hold
10
– – ﹤0.01% 469
2022
Q4 		$489 Buy
+10
New +$521 ﹤0.01% 455

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

True Wealth Design's FTNT Position: Q2 2026 in Review

True Wealth Design reduced its Fortinet (FTNT) stake by 20% in Q2 2026, selling an estimated $50K and leaving 1,684 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #82.

True Wealth Design first reported a position in FTNT in Q4 2022 and has held it in 15 quarters since. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • True Wealth Design held 1,684 shares of Fortinet worth $259K as of Q2 2026.
  • True Wealth Design sold 433 Fortinet shares in Q2 2026, an estimated $50K.
  • Fortinet made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #82 holding.
  • True Wealth Design first reported a position in Fortinet in Q4 2022 and has held it in 15 quarters since.
  • 232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.