Waldron Private Wealth’s Fortinet FTNT Stock Holding History

Waldron Private Wealth’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	$589K	Hold	3,835	–	–	0.02%	206
2026 Q1	$313K	Buy	3,835 +48	+1%	+$3.88K	0.01%	268
2025 Q4	$301K	Buy	+3,787	New	+$314K	0.01%	274

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

Waldron Private Wealth's FTNT Position: Q2 2026 in Review

Waldron Private Wealth held its Fortinet (FTNT) position steady in Q2 2026 at 3,835 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #206.

Waldron Private Wealth first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Waldron Private Wealth held 3,835 shares of Fortinet worth $589K as of Q2 2026.
Waldron Private Wealth left its Fortinet share count unchanged in Q2 2026.
Fortinet made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #206 holding.
Waldron Private Wealth first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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