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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's FTNT Position: Q1 2026 in Review

Waverly Advisors increased its Fortinet (FTNT) stake by 32% in Q1 2026, buying an estimated $210K and bringing the position to 10,812 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #868.

Waverly Advisors first reported a position in FTNT in Q4 2013 and has held it in 11 quarters since. 1,318 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Waverly Advisors held 10,812 shares of Fortinet worth $884K as of Q1 2026.
Waverly Advisors bought 2,597 Fortinet shares in Q1 2026, an estimated $210K.
Fortinet made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #868 holding.
Waverly Advisors first reported a position in Fortinet in Q4 2013 and has held it in 11 quarters since.
1,318 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.