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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valley Wealth Managers's FTNT Position: Q2 2026 in Review

Valley Wealth Managers increased its Fortinet (FTNT) stake by 2.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,776 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #135.

Valley Wealth Managers first reported a position in FTNT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.82M in Q4 2021. 1,578 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Valley Wealth Managers held 7,776 shares of Fortinet worth $1.19M as of Q2 2026.
  • Valley Wealth Managers bought 163 Fortinet shares in Q2 2026, an estimated $18.8K.
  • Fortinet made up 0.07% of Valley Wealth Managers's portfolio in Q2 2026, its #135 holding.
  • Valley Wealth Managers first reported a position in Fortinet in Q2 2021 and has held it in 21 quarters since.
  • Valley Wealth Managers's Fortinet position peaked at $2.82M in Q4 2021.
  • 1,578 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.