Venturi Wealth Management’s Fortinet FTNT Stock Holding History

Venturi Wealth Management’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	$615	Buy	+4	New	+$462	﹤0.01%	632
2025 Q1	–	Sell	-696	Closed	-$65.8K	–	1049
2024 Q4	$65.8K	Buy	696 +163	+31%	+$14.5K	﹤0.01%	942
2024 Q3	$41.3K	Buy	533 +99	+23%	+$6.76K	﹤0.01%	824
2024 Q2	$26.2K	Buy	434 +180	+71%	+$11.2K	﹤0.01%	863
2024 Q1	$17.4K	Buy	254 +145	+133%	+$9.65K	﹤0.01%	777
2023 Q4	$6.38K	Sell	109 -139	-56%	-$7.68K	﹤0.01%	980
2023 Q3	$14.6K	Buy	248 +69	+39%	+$4.57K	﹤0.01%	718
2023 Q2	$13.5K	Buy	179 +44	+33%	+$2.99K	﹤0.01%	613
2023 Q1	$8.97K	Buy	+135	New	+$7.67K	﹤0.01%	731

Other funds holding FTNT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management's FTNT Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 4 shares worth $615. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in FTNT as recently as Q4 2024.

Venturi Wealth Management first reported a position in FTNT in Q1 2023 and has held it in 9 quarters since. The position peaked at $65.8K in Q4 2024. 261 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Venturi Wealth Management held 4 shares of Fortinet worth $615 as of Q2 2026.
Fortinet was a new Venturi Wealth Management position in Q2 2026.
Fortinet made up ﹤0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #632 holding.
Venturi Wealth Management first reported a position in Fortinet in Q1 2023 and has held it in 9 quarters since.
Venturi Wealth Management's Fortinet position peaked at $65.8K in Q4 2024.
261 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.