Waypoint Wealth Counsel’s Fortinet FTNT Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-3,419	Closed	-$279K	–	181
2026 Q1	$279K	Sell	3,419 -454	-12%	-$36.7K	0.14%	155
2025 Q4	$308K	Buy	+3,873	New	+$321K	0.11%	183
2025 Q3	–	Sell	-4,103	Closed	-$434K	–	275
2025 Q2	$434K	Buy	4,103 +1,579	+63%	+$159K	0.22%	72
2025 Q1	$243K	Buy	+2,524	New	+$256K	0.15%	90

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

Waypoint Wealth Counsel's FTNT Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 3,419 shares — an estimated $279K sold.

Waypoint Wealth Counsel first reported a position in FTNT in Q1 2025 and held it in 4 quarters. The position peaked at $434K in Q2 2025. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Waypoint Wealth Counsel reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 3,419 Fortinet shares in Q2 2026, an estimated $279K.
Waypoint Wealth Counsel first reported a position in Fortinet in Q1 2025 and held it in 4 quarters.
Waypoint Wealth Counsel's Fortinet position peaked at $434K in Q2 2025.
1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.