Waverly Advisors’s Fortinet FTNT Stock Holding History

Waverly 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 Q2	$1.71M	Buy	11,111 +299	+3%	+$34.6K	0.01%	732
2026 Q1	$884K	Buy	10,812 +2,597	+32%	+$210K	0.01%	868
2025 Q4	$652K	Buy	8,215 +4,311	+110%	+$358K	0.01%	901
2025 Q3	$328K	Sell	3,904 -2,131	-35%	-$190K	﹤0.01%	1003
2025 Q2	$638K	Buy	6,035 +1,094	+22%	+$110K	0.01%	739
2025 Q1	$476K	Buy	4,941 +1,037	+27%	+$105K	0.01%	790
2024 Q4	$369K	Buy	3,904 +927	+31%	+$82.4K	0.01%	759
2024 Q3	$231K	Buy	+2,977	New	+$203K	﹤0.01%	746
2014 Q4	–	Sell	-10,000	Closed	-$51K	–	515
2014 Q3	$51K	Hold	10,000	–	–	0.03%	216
2014 Q2	$50K	Hold	10,000	–	–	0.02%	231
2014 Q1	$44K	Hold	10,000	–	–	0.02%	232
2013 Q4	$38K	Buy	+10,000	New	+$39K	0.01%	366

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 $3.38T AUM 44.17% 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

Waverly Advisors's FTNT Position: Q2 2026 in Review

Waverly Advisors increased its Fortinet (FTNT) stake by 2.8% in Q2 2026, buying an estimated $34.6K and bringing the position to 11,111 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #732.

Waverly Advisors first reported a position in FTNT in Q4 2013 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Waverly Advisors held 11,111 shares of Fortinet worth $1.71M as of Q2 2026.
Waverly Advisors bought 299 Fortinet shares in Q2 2026, an estimated $34.6K.
Fortinet made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #732 holding.
Waverly Advisors first reported a position in Fortinet in Q4 2013 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.