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Wealth Enhancement Trust Services’s Fortinet FTNT Stock Holding History

Wealth Enhancement Trust Services’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 		$1.87M Buy
12,146
+99
+0.8% +$11.4K 0.21% 101
2026
Q1 		$984K Buy
12,047
+1,550
+15% +$125K 0.12% 144
2025
Q4 		$834K Buy
+10,497
New +$871K 0.11% 154

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Trust Services's FTNT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Fortinet (FTNT) stake by 0.82% in Q2 2026, buying an estimated $11.4K and bringing the position to 12,146 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #101.

Wealth Enhancement Trust Services first reported a position in FTNT in Q4 2025 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Wealth Enhancement Trust Services held 12,146 shares of Fortinet worth $1.87M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 99 Fortinet shares in Q2 2026, an estimated $11.4K.
  • Fortinet made up 0.21% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #101 holding.
  • Wealth Enhancement Trust Services first reported a position in Fortinet in Q4 2025 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.