Wealthspire Advisors (New York)’s Fortinet FTNT Stock Holding History

Wealthspire Advisors (New York)’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	$473K	Buy	3,082 +195	+7%	+$22.5K	﹤0.01%	820
2026 Q1	$236K	Sell	2,887 -10,588	-79%	-$855K	﹤0.01%	804
2025 Q4	$1.07M	Buy	13,475 +9,989	+287%	+$828K	0.01%	413
2025 Q3	$293K	Sell	3,486 -1,827	-34%	-$163K	﹤0.01%	677
2025 Q2	$562K	Buy	5,313 +475	+10%	+$47.9K	﹤0.01%	508
2025 Q1	$466K	Buy	4,838 +119	+3%	+$12.1K	﹤0.01%	529
2024 Q4	$446K	Sell	4,719 -1,754	-27%	-$156K	﹤0.01%	543
2024 Q3	$502K	Buy	6,473 +80	+1%	+$5.46K	0.01%	502
2024 Q2	$385K	Sell	6,393 -154	-2%	-$9.58K	﹤0.01%	479
2024 Q1	$447K	Sell	6,547 -13	-0.2%	-$865	0.01%	445
2023 Q4	$384K	Buy	6,560 +683	+12%	+$37.8K	0.01%	461
2023 Q3	$345K	Sell	5,877 -181	-3%	-$12K	0.01%	461
2023 Q2	$458K	Sell	6,058 -260	-4%	-$17.7K	0.01%	379
2023 Q1	$420K	Sell	6,318 -922	-13%	-$52.4K	0.01%	379
2022 Q4	$354K	Buy	7,240 +1,346	+23%	+$70.1K	0.01%	426
2022 Q3	$290K	Sell	5,894 -646	-10%	-$35K	0.01%	420
2022 Q2	$370K	Buy	+6,540	New	+$388K	0.01%	357
2022 Q1	–	Sell	-3,560	Closed	-$256K	–	481
2021 Q4	$256K	Sell	3,560 -520	-13%	-$34.2K	0.01%	459
2021 Q3	$238K	Buy	+4,080	New	+$236K	﹤0.01%	507
2021 Q2	–	Sell	-7,445	Closed	-$275K	–	488
2021 Q1	$275K	Buy	+7,445	New	+$244K	0.01%	579
2019 Q1	–	Sell	-15	Closed	–	–	319
2018 Q4	$0	Buy	+15	New	+$228	﹤0.01%	890

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

Wealthspire Advisors (New York)'s FTNT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Fortinet (FTNT) stake by 6.8% in Q2 2026, buying an estimated $22.5K and bringing the position to 3,082 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Wealthspire Advisors (New York) first reported a position in FTNT in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.07M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

Wealthspire Advisors (New York) held 3,082 shares of Fortinet worth $473K as of Q2 2026.
Wealthspire Advisors (New York) bought 195 Fortinet shares in Q2 2026, an estimated $22.5K.
Fortinet made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #820 holding.
Wealthspire Advisors (New York) first reported a position in Fortinet in Q4 2018 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Fortinet position peaked at $1.07M in Q4 2025.
1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.