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Visionary Wealth Advisors’s Fortinet FTNT Stock Holding History

Visionary Wealth Advisors’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
Q1 		– Sell
-5,307
Closed -$421K – 645
2025
Q4 		$421K Buy
5,307
+1,304
+33% +$108K 0.02% 425
2025
Q3 		$337K Buy
+4,003
New +$357K 0.02% 470

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Visionary Wealth Advisors's FTNT Position: Q1 2026 in Review

Visionary Wealth Advisors sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 5,307 shares — an estimated $421K sold.

Visionary Wealth Advisors first reported a position in FTNT in Q3 2025 and held it in 2 quarters. The position peaked at $421K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

  • Visionary Wealth Advisors reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,307 Fortinet shares in Q1 2026, an estimated $421K.
  • Visionary Wealth Advisors first reported a position in Fortinet in Q3 2025 and held it in 2 quarters.
  • Visionary Wealth Advisors's Fortinet position peaked at $421K in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.