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West Financial Advisors’s Fortinet FTNT Stock Holding History

West 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 		$2.15K Buy
+14
New +$1.62K ﹤0.01% 168
2023
Q4 		– Sell
-200
Closed -$11.7K – 174
2023
Q3 		$11.7K Hold
200
– – ﹤0.01% 126
2023
Q2 		$15.1K Hold
200
– – ﹤0.01% 119
2023
Q1 		$13.3K Buy
+200
New +$11.4K ﹤0.01% 116

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
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
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
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

West Financial Advisors opened a new position in Fortinet (FTNT) in Q2 2026: 14 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in FTNT as recently as Q3 2023.

West Financial Advisors first reported a position in FTNT in Q1 2023 and has held it in 4 quarters since. The position peaked at $15.1K in Q2 2023. 332 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • West Financial Advisors held 14 shares of Fortinet worth $2.15K as of Q2 2026.
  • Fortinet was a new West Financial Advisors position in Q2 2026.
  • Fortinet made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • West Financial Advisors first reported a position in Fortinet in Q1 2023 and has held it in 4 quarters since.
  • West Financial Advisors's Fortinet position peaked at $15.1K in Q2 2023.
  • 332 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.