Valeo Financial Advisors’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 | $1.74M | Sell |
11,303
-894
| -7% | -$103K | 0.04% | 210 |
|
|
2026
Q1 | $996K | Sell |
12,197
-4,196
| -26% | -$339K | 0.02% | 274 |
|
|
2025
Q4 | $1.3M | Buy |
16,393
+1,154
| +8% | +$95.7K | 0.03% | 253 |
|
|
2025
Q3 | $1.28M | Buy |
15,239
+3,405
| +29% | +$304K | 0.03% | 244 |
|
|
2025
Q2 | $1.25M | Buy |
11,834
+1,926
| +19% | +$194K | 0.03% | 250 |
|
|
2025
Q1 | $954K | Buy |
9,908
+211
| +2% | +$21.4K | 0.03% | 273 |
|
|
2024
Q4 | $916K | Sell |
9,697
-705
| -7% | -$62.7K | 0.03% | 283 |
|
|
2024
Q3 | $807K | Sell |
10,402
-6,508
| -38% | -$445K | 0.02% | 303 |
|
|
2024
Q2 | $1.02M | Buy |
16,910
+6,527
| +63% | +$406K | 0.03% | 233 |
|
|
2024
Q1 | $680K | Buy |
10,383
+1,852
| +22% | +$123K | 0.02% | 298 |
|
|
2023
Q4 | $499K | Sell |
8,531
-2,213
| -21% | -$122K | 0.02% | 364 |
|
|
2023
Q3 | $630K | Buy |
10,744
+3,253
| +43% | +$215K | 0.03% | 281 |
|
|
2023
Q2 | $566K | Sell |
7,491
-1,405
| -16% | -$95.5K | 0.03% | 297 |
|
|
2023
Q1 | $591K | Buy |
8,896
+2,001
| +29% | +$114K | 0.03% | 299 |
|
|
2022
Q4 | $337K | Buy |
6,895
+2,060
| +43% | +$107K | 0.02% | 358 |
|
|
2022
Q3 | $238K | Sell |
4,835
-170
| -3% | -$9.21K | 0.02% | 404 |
|
|
2022
Q2 | $283K | Buy |
5,005
+1,255
| +33% | +$74.5K | 0.02% | 364 |
|
|
2022
Q1 | $256K | Buy |
+3,750
| New | +$233K | 0.01% | 484 |
|
|
2021
Q2 | – | Sell |
-845
| Closed | -$31K | – | 997 |
|
|
2021
Q1 | $31K | Sell |
845
-4,935
| -85% | -$161K | ﹤0.01% | 1022 |
|
|
2020
Q4 | $172K | Buy |
5,780
+5,225
| +941% | +$132K | 0.01% | 444 |
|
|
2020
Q3 | $13K | Sell |
555
-5
| -0.9% | -$129 | ﹤0.01% | 1021 |
|
|
2020
Q2 | $15K | Sell |
560
-1,845
| -77% | -$46.3K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $49K | Sell |
2,405
-1,055
| -30% | -$22.6K | 0.01% | 610 |
|
|
2019
Q4 | $74K | Buy |
3,460
+1,100
| +47% | +$20.7K | 0.01% | 520 |
|
|
2019
Q3 | $36K | Sell |
2,360
-190
| -7% | -$3.08K | ﹤0.01% | 700 |
|
|
2019
Q2 | $39K | Buy |
2,550
+2,435
| +2,117% | +$40.1K | ﹤0.01% | 674 |
|
|
2019
Q1 | $2K | Sell |
115
-20
| -15% | -$319 | ﹤0.01% | 1352 |
|
|
2018
Q4 | $2K | Sell |
135
-25
| -16% | -$381 | ﹤0.01% | 1277 |
|
|
2018
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q2 | $2K | Sell |
160
-1,200
| -88% | -$14.2K | ﹤0.01% | 1339 |
|
|
2018
Q1 | $15K | Buy |
1,360
+1,135
| +504% | +$11.1K | ﹤0.01% | 813 |
|
|
2017
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q3 | $2K | Buy |
+225
| New | +$1.71K | ﹤0.01% | 1015 |
|
Other funds holding FTNT
Valeo Financial Advisors's FTNT Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Fortinet (FTNT) stake by 7.3% in Q2 2026, selling an estimated $103K and leaving 11,303 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #210.
Valeo Financial Advisors first reported a position in FTNT in Q3 2017 and has held it in 33 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.
- Valeo Financial Advisors held 11,303 shares of Fortinet worth $1.74M as of Q2 2026.
- Valeo Financial Advisors sold 894 Fortinet shares in Q2 2026, an estimated $103K.
- Fortinet made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #210 holding.
- Valeo Financial Advisors first reported a position in Fortinet in Q3 2017 and has held it in 33 quarters since.
- 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.