True Wealth Design
FTNT icon

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
Q3 		$356K Buy
1,993
+309
+18% +$50.1K 0.08% 60
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

True Wealth Design's FTNT Position: Q3 2026 in Review

True Wealth Design increased its Fortinet (FTNT) stake by 18% in Q3 2026, buying an estimated $50.1K and bringing the position to 1,993 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #60.

True Wealth Design first reported a position in FTNT in Q4 2022 and has held it in 16 quarters since. 452 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • True Wealth Design held 1,993 shares of Fortinet worth $356K as of Q3 2026.
  • True Wealth Design bought 309 Fortinet shares in Q3 2026, an estimated $50.1K.
  • Fortinet made up 0.08% of True Wealth Design's portfolio in Q3 2026, its #60 holding.
  • True Wealth Design first reported a position in Fortinet in Q4 2022 and has held it in 16 quarters since.
  • 452 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.