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United Capital Financial Advisors’s Fortinet FTNT Stock Holding History

United Capital Financial 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 		$1.77M Buy
21,660
+3,594
+20% +$290K 0.01% 583
2025
Q4 		$1.43M Buy
18,066
+2,505
+16% +$208K 0.01% 627
2025
Q3 		$1.31M Sell
15,561
-2,669
-15% -$238K 0.01% 569
2025
Q2 		$1.93M Buy
18,230
+797
+5% +$80.4K 0.02% 453
2025
Q1 		$1.68M Buy
17,433
+821
+5% +$83.2K 0.01% 462
2024
Q4 		$1.57M Sell
16,612
-335
-2% -$29.8K 0.01% 468
2024
Q3 		$1.31M Sell
16,947
-655
-4% -$44.7K 0.01% 484
2024
Q2 		$1.06M Buy
17,602
+2,167
+14% +$135K 0.01% 512
2024
Q1 		$1.05M Sell
15,435
-2,059
-12% -$137K 0.01% 547
2023
Q4 		$1.02M Buy
17,494
+13,002
+289% +$719K 0.01% 558
2023
Q3 		$264K Sell
4,492
-2,105
-32% -$139K ﹤0.01% 749
2023
Q2 		$499K Sell
6,597
-1,631
-20% -$111K ﹤0.01% 681
2023
Q1 		$547K Sell
8,228
-3,906
-32% -$222K ﹤0.01% 709
2022
Q4 		$593K Sell
12,134
-2,303
-16% -$120K ﹤0.01% 727
2022
Q3 		$709K Buy
14,437
+54
+0.4% +$2.92K ﹤0.01% 683
2022
Q2 		$814K Sell
14,383
-1,212
-8% -$72K ﹤0.01% 672
2022
Q1 		$1.07M Sell
15,595
-1,595
-9% -$99.2K 0.01% 655
2021
Q4 		$1.24M Sell
17,190
-905
-5% -$59.6K 0.01% 636
2021
Q3 		$1.06M Sell
18,095
-2,720
-13% -$157K 0.01% 660
2021
Q2 		$992K Sell
20,815
-2,670
-11% -$114K 0.01% 702
2021
Q1 		$866K Sell
23,485
-95,755
-80% -$3.13M ﹤0.01% 706
2020
Q4 		$3.54M Sell
119,240
-22,915
-16% -$579K 0.02% 408
2020
Q3 		$3.35M Sell
142,155
-53,800
-27% -$1.39M 0.02% 407
2020
Q2 		$5.38M Sell
195,955
-15,750
-7% -$395K 0.04% 342
2020
Q1 		$4.28M Sell
211,705
-29,065
-12% -$623K 0.04% 362
2019
Q4 		$5.14M Sell
240,770
-2,850
-1% -$53.6K 0.03% 414
2019
Q3 		$3.74M Buy
+243,620
New +$3.95M 0.03% 477
2018
Q2 		– Sell
-68,550
Closed -$735K – 1326
2018
Q1 		$735K Buy
68,550
+3,000
+5% +$29.2K 0.01% 851
2017
Q4 		$573K Buy
65,550
+40
+0.1% +$326 ﹤0.01% 925
2017
Q3 		$470K Buy
65,510
+6,580
+11% +$50K ﹤0.01% 979
2017
Q2 		$441K Buy
58,930
+4,630
+9% +$35.9K ﹤0.01% 959
2017
Q1 		$416K Buy
54,300
+20,060
+59% +$142K ﹤0.01% 956
2016
Q4 		$206K Buy
+34,240
New +$214K ﹤0.01% 1176
2016
Q3 		– Sell
-333,945
Closed -$2.14M – 1276
2016
Q2 		$2.14M Sell
333,945
-24,020
-7% -$156K 0.02% 534
2016
Q1 		$2.19M Buy
+357,965
New +$1.98M 0.02% 511

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

United Capital Financial Advisors's FTNT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Fortinet (FTNT) stake by 20% in Q1 2026, buying an estimated $290K and bringing the position to 21,660 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #583.

United Capital Financial Advisors first reported a position in FTNT in Q1 2016 and has held it in 35 quarters since. The position peaked at $5.38M in Q2 2020. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • United Capital Financial Advisors held 21,660 shares of Fortinet worth $1.77M as of Q1 2026.
  • United Capital Financial Advisors bought 3,594 Fortinet shares in Q1 2026, an estimated $290K.
  • Fortinet made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #583 holding.
  • United Capital Financial Advisors first reported a position in Fortinet in Q1 2016 and has held it in 35 quarters since.
  • United Capital Financial Advisors's Fortinet position peaked at $5.38M in Q2 2020.
  • 1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.