Valley Wealth Managers
FTNT icon

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
Q3 		$1.35M Sell
7,563
-213
-3% -$34.5K 0.08% 128
2026
Q2 		$1.19M Buy
7,776
+163
+2% +$18.8K 0.07% 135
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Valley Wealth Managers's FTNT Position: Q3 2026 in Review

Valley Wealth Managers reduced its Fortinet (FTNT) stake by 2.7% in Q3 2026, selling an estimated $34.5K and leaving 7,563 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #128.

Valley Wealth Managers first reported a position in FTNT in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.82M in Q4 2021. 376 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Valley Wealth Managers held 7,563 shares of Fortinet worth $1.35M as of Q3 2026.
  • Valley Wealth Managers sold 213 Fortinet shares in Q3 2026, an estimated $34.5K.
  • Fortinet made up 0.08% of Valley Wealth Managers's portfolio in Q3 2026, its #128 holding.
  • Valley Wealth Managers first reported a position in Fortinet in Q2 2021 and has held it in 22 quarters since.
  • Valley Wealth Managers's Fortinet position peaked at $2.82M in Q4 2021.
  • 376 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.