United Asset Strategies’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.13M Sell
13,843
-2,322
-14% -$268K 0.15% 102
2026
Q1
$1.32M Sell
16,165
-13,323
-45% -$1.08M 0.11% 118
2025
Q4
$2.34M Buy
29,488
+261
+0.9% +$21.6K 0.18% 95
2025
Q3
$2.46M Sell
29,227
-1,881
-6% -$168K 0.2% 85
2025
Q2
$3.29M Buy
31,108
+343
+1% +$34.6K 0.28% 71
2025
Q1
$2.96M Sell
30,765
-6,247
-17% -$633K 0.28% 74
2024
Q4
$3.5M Buy
37,012
+12
+0% +$1.07K 0.32% 68
2024
Q3
$2.87M Buy
37,000
+549
+2% +$37.5K 0.27% 75
2024
Q2
$2.2M Buy
36,451
+11,803
+48% +$734K 0.22% 86
2024
Q1
$1.68M Buy
24,648
+668
+3% +$44.5K 0.17% 108
2023
Q4
$1.4M Buy
23,980
+3,179
+15% +$176K 0.16% 119
2023
Q3
$1.22M Buy
20,801
+1,648
+9% +$109K 0.16% 128
2023
Q2
$1.45M Sell
19,153
-3,457
-15% -$235K 0.18% 113
2023
Q1
$1.5M Sell
22,610
-1,242
-5% -$70.6K 0.2% 106
2022
Q4
$1.17M Sell
23,852
-147
-0.6% -$7.66K 0.16% 119
2022
Q3
$1.18M Buy
23,999
+957
+4% +$51.8K 0.18% 110
2022
Q2
$1.3M Sell
23,042
-313
-1% -$18.6K 0.19% 99
2022
Q1
$1.6M Buy
23,355
+160
+0.7% +$9.95K 0.2% 94
2021
Q4
$1.67M Sell
23,195
-5,645
-20% -$371K 0.2% 92
2021
Q3
$1.68M Buy
28,840
+1,185
+4% +$68.6K 0.22% 87
2021
Q2
$1.32M Buy
27,655
+905
+3% +$38.6K 0.18% 98
2021
Q1
$987K Buy
+26,750
New +$875K 0.14% 108
2019
Q1
Sell
-37,450
Closed -$528K 205
2018
Q4
$528K Buy
+37,450
New +$570K 0.14% 125

Other funds holding FTNT

United Asset Strategies's FTNT Position: Q2 2026 in Review

United Asset Strategies reduced its Fortinet (FTNT) stake by 14% in Q2 2026, selling an estimated $268K and leaving 13,843 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #102.

United Asset Strategies first reported a position in FTNT in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.5M in Q4 2024. 400 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • United Asset Strategies held 13,843 shares of Fortinet worth $2.13M as of Q2 2026.
  • United Asset Strategies sold 2,322 Fortinet shares in Q2 2026, an estimated $268K.
  • Fortinet made up 0.15% of United Asset Strategies's portfolio in Q2 2026, its #102 holding.
  • United Asset Strategies first reported a position in Fortinet in Q4 2018 and has held it in 23 quarters since.
  • United Asset Strategies's Fortinet position peaked at $3.5M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.