VWM
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Valley Wealth Managers’s Fortinet FTNT Stock Holding History

Valley Wealth Managers’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 		$622K Sell
7,613
-246
-3% -$19.9K 0.04% 155
2025
Q4 		$624K Buy
7,859
+107
+1% +$8.87K 0.04% 156
2025
Q3 		$652K Buy
7,752
+972
+14% +$86.7K 0.04% 150
2025
Q2 		$717K Sell
6,780
-200
-3% -$20.2K 0.05% 138
2025
Q1 		$672K Buy
6,980
+278
+4% +$28.2K 0.05% 141
2024
Q4 		$633K Buy
6,702
+384
+6% +$34.2K 0.05% 146
2024
Q3 		$490K Buy
6,318
+1,174
+23% +$80.2K 0.04% 159
2024
Q2 		$310K Sell
5,144
-445
-8% -$27.7K 0.02% 174
2024
Q1 		$382K Buy
5,589
+871
+18% +$58K 0.03% 167
2023
Q4 		$276K Buy
4,718
+315
+7% +$17.4K 0.02% 171
2023
Q3 		$258K Buy
4,403
+241
+6% +$16K 0.02% 171
2023
Q2 		$315K Sell
4,162
-60
-1% -$4.08K 0.03% 132
2023
Q1 		$281K Sell
4,222
-34
-0.8% -$1.93K 0.03% 135
2022
Q4 		$208K Buy
4,256
+58
+1% +$3.02K 0.02% 164
2022
Q3 		$206K Buy
4,198
+15
+0.4% +$813 0.02% 163
2022
Q2 		$237K Sell
4,183
-31,527
-88% -$1.87M 0.02% 170
2022
Q1 		$2.56M Sell
35,710
-315
-0.9% -$19.6K 0.21% 94
2021
Q4 		$2.82M Buy
36,025
+1,580
+5% +$104K 0.23% 94
2021
Q3 		$2.39M Buy
34,445
+28,620
+491% +$1.66M 0.21% 96
2021
Q2 		$277K Buy
+5,825
New +$249K 0.02% 157

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

Valley Wealth Managers's FTNT Position: Q1 2026 in Review

Valley Wealth Managers reduced its Fortinet (FTNT) stake by 3.1% in Q1 2026, selling an estimated $19.9K and leaving 7,613 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #155.

Valley Wealth Managers first reported a position in FTNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.82M in Q4 2021. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Valley Wealth Managers held 7,613 shares of Fortinet worth $622K as of Q1 2026.
  • Valley Wealth Managers sold 246 Fortinet shares in Q1 2026, an estimated $19.9K.
  • Fortinet made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #155 holding.
  • Valley Wealth Managers first reported a position in Fortinet in Q2 2021 and has held it in 20 quarters since.
  • Valley Wealth Managers's Fortinet position peaked at $2.82M in Q4 2021.
  • 1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.