Valued Wealth 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
$22K Buy
143
+35
+32% +$4.04K 0.01% 190
2026
Q1
$8.83K Buy
108
+36
+50% +$2.91K ﹤0.01% 312
2025
Q4
$5.72K Buy
72
+14
+24% +$1.16K ﹤0.01% 282
2025
Q3
$4.88K Buy
58
+7
+14% +$625 ﹤0.01% 290
2025
Q2
$5.39K Hold
51
﹤0.01% 276
2025
Q1
$4.91K Hold
51
﹤0.01% 309
2024
Q4
$4.82K Sell
51
-19
-27% -$1.69K ﹤0.01% 304
2024
Q3
$5.43K Buy
70
+21
+43% +$1.44K ﹤0.01% 274
2024
Q2
$2.95K Buy
49
+15
+44% +$933 ﹤0.01% 333
2024
Q1
$2.32K Buy
34
+29
+580% +$1.93K ﹤0.01% 340
2023
Q4
$294 Buy
+5
New +$276 ﹤0.01% 475

Other funds holding FTNT

Valued Wealth Advisors's FTNT Position: Q2 2026 in Review

Valued Wealth Advisors increased its Fortinet (FTNT) stake by 32% in Q2 2026, buying an estimated $4.04K and bringing the position to 143 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #190.

Valued Wealth Advisors first reported a position in FTNT in Q4 2023 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Valued Wealth Advisors held 143 shares of Fortinet worth $22K as of Q2 2026.
  • Valued Wealth Advisors bought 35 Fortinet shares in Q2 2026, an estimated $4.04K.
  • Fortinet made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Valued Wealth Advisors first reported a position in Fortinet in Q4 2023 and has held it in 11 quarters since.
  • 432 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.