Walser Wealth Management’s Fortinet FTNT Stock Holding History

Walser 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 Q1	–	Sell	-2,861	Closed	-$227K	–	193
2025 Q4	$227K	Buy	+2,861	New	+$237K	0.12%	128

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Walser Wealth Management's FTNT Position: Q1 2026 in Review

Walser Wealth Management sold out of Fortinet (FTNT) in Q1 2026, closing a stake of 2,861 shares — an estimated $227K sold.

Walser Wealth Management first reported a position in FTNT in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 1,324 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Walser Wealth Management reported no remaining Fortinet position as of Q1 2026 after selling out during the quarter.
Walser Wealth Management sold 2,861 Fortinet shares in Q1 2026, an estimated $227K.
Walser Wealth Management first reported a position in Fortinet in Q4 2025 and held it in 1 quarter.
Walser Wealth Management's Fortinet position peaked at $227K in Q4 2025.
1,324 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.