UWS
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Unique Wealth Strategies’s Fortinet FTNT Stock Holding History

Unique Wealth Strategies’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 		$911K Sell
5,928
-1,203
-17% -$139K 0.33% 71
2026
Q1 		$583K Sell
7,131
-273
-4% -$22K 0.24% 116
2025
Q4 		$588K Buy
7,404
+1,885
+34% +$156K 0.23% 138
2025
Q3 		$464K Buy
+5,519
New +$492K 0.18% 167
2025
Q2 		– Sell
-5,742
Closed -$553K – 216
2025
Q1 		$553K Sell
5,742
-378
-6% -$38.3K 0.25% 106
2024
Q4 		$578K Sell
6,120
-101
-2% -$8.98K 0.25% 105
2024
Q3 		$482K Sell
6,221
-229
-4% -$15.6K 0.2% 144
2024
Q2 		$441K Hold
6,450
– – 0.21% 157
2024
Q1 		$441K Buy
+6,450
New +$429K 0.22% 157

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

Unique Wealth Strategies's FTNT Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Fortinet (FTNT) stake by 17% in Q2 2026, selling an estimated $139K and leaving 5,928 shares worth $911K. The position accounts for 0.33% of the portfolio, ranked #71.

Unique Wealth Strategies first reported a position in FTNT in Q1 2024 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Unique Wealth Strategies held 5,928 shares of Fortinet worth $911K as of Q2 2026.
  • Unique Wealth Strategies sold 1,203 Fortinet shares in Q2 2026, an estimated $139K.
  • Fortinet made up 0.33% of Unique Wealth Strategies's portfolio in Q2 2026, its #71 holding.
  • Unique Wealth Strategies first reported a position in Fortinet in Q1 2024 and has held it in 9 quarters since.
  • 271 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.