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Twin Peaks Wealth Advisors’s Fortinet FTNT Stock Holding History

Twin Peaks 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 		$50.9K Buy
+622
New +$50.2K 0.01% 436
2025
Q3 		– Sell
-378
Closed -$29.7K – 893
2025
Q2 		$29.7K Buy
+378
New +$38.1K 0.01% 476

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's FTNT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fortinet (FTNT) in Q1 2026: 622 shares worth $50.9K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FTNT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FTNT in Q2 2025 and has held it in 2 quarters since. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 622 shares of Fortinet worth $50.9K as of Q1 2026.
  • Fortinet was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fortinet made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #436 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fortinet in Q2 2025 and has held it in 2 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.