Valmark Advisers’s Fortinet FTNT Stock Holding History

Valmark Advisers’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	$275K	Buy	+1,788	New	+$207K	﹤0.01%	638
2026 Q1	–	Sell	-2,962	Closed	-$235K	–	685
2025 Q4	$235K	Buy	+2,962	New	+$246K	﹤0.01%	604
2025 Q3	–	Sell	-1,928	Closed	-$204K	–	661
2025 Q2	$204K	Sell	1,928 -174	-8%	-$17.6K	﹤0.01%	634
2025 Q1	$202K	Buy	+2,102	New	+$213K	﹤0.01%	594
2024 Q2	–	Sell	-3,292	Closed	-$225K	–	565
2024 Q1	$225K	Buy	+3,292	New	+$219K	﹤0.01%	507
2022 Q4	–	Sell	-4,285	Closed	-$211K	–	451
2022 Q3	$211K	Sell	4,285 -470	-10%	-$25.5K	﹤0.01%	394
2022 Q2	$269K	Buy	4,755 +595	+14%	+$35.3K	0.01%	362
2022 Q1	$284K	Buy	4,160 +495	+14%	+$30.8K	0.01%	374
2021 Q4	$264K	Sell	3,665 -1,110	-23%	-$73K	﹤0.01%	367
2021 Q3	$279K	Buy	4,775 +150	+3%	+$8.69K	0.01%	336
2021 Q2	$220K	Buy	+4,625	New	+$197K	﹤0.01%	366

Other funds holding FTNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valmark Advisers's FTNT Position: Q2 2026 in Review

Valmark Advisers opened a new position in Fortinet (FTNT) in Q2 2026: 1,788 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in FTNT as recently as Q4 2025.

Valmark Advisers first reported a position in FTNT in Q2 2021 and has held it in 11 quarters since. The position peaked at $284K in Q1 2022. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Valmark Advisers held 1,788 shares of Fortinet worth $275K as of Q2 2026.
Fortinet was a new Valmark Advisers position in Q2 2026.
Fortinet made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #638 holding.
Valmark Advisers first reported a position in Fortinet in Q2 2021 and has held it in 11 quarters since.
Valmark Advisers's Fortinet position peaked at $284K in Q1 2022.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.