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Wellspring Financial Advisors’s Fortinet FTNT Stock Holding History

Wellspring Financial 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 		$479K Sell
3,117
-2,665
-46% -$308K 0.03% 170
2026
Q1 		$473K Buy
5,782
+189
+3% +$15.3K 0.04% 162
2025
Q4 		$444K Buy
+5,593
New +$464K 0.04% 154
2025
Q3 		– Sell
-2,945
Closed -$311K – 188
2025
Q2 		$311K Buy
2,945
+74
+3% +$7.47K 0.03% 108
2025
Q1 		$276K Buy
+2,871
New +$291K 0.03% 102

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wellspring Financial Advisors's FTNT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Fortinet (FTNT) stake by 46% in Q2 2026, selling an estimated $308K and leaving 3,117 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #170.

Wellspring Financial Advisors first reported a position in FTNT in Q1 2025 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Wellspring Financial Advisors held 3,117 shares of Fortinet worth $479K as of Q2 2026.
  • Wellspring Financial Advisors sold 2,665 Fortinet shares in Q2 2026, an estimated $308K.
  • Fortinet made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Wellspring Financial Advisors first reported a position in Fortinet in Q1 2025 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.