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Whalen Wealth Management’s Fortinet FTNT Stock Holding History

Whalen Wealth Management’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
Q3 		$644K Buy
+3,601
New +$584K 0.27% 89
2024
Q2 		– Sell
-3,370
Closed -$230K – 117
2024
Q1 		$230K Sell
3,370
-374
-10% -$24.9K 0.17% 99
2023
Q4 		$219K Buy
+3,744
New +$207K 0.2% 99

Other funds holding FTNT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Whalen Wealth Management's FTNT Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Fortinet (FTNT) in Q3 2026: 3,601 shares worth $644K. The stake represents 0.27% of the portfolio and ranks #89 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in FTNT as recently as Q1 2024.

Whalen Wealth Management first reported a position in FTNT in Q4 2023 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FTNT as of Q3 2026.

  • Whalen Wealth Management held 3,601 shares of Fortinet worth $644K as of Q3 2026.
  • Fortinet was a new Whalen Wealth Management position in Q3 2026.
  • Fortinet made up 0.27% of Whalen Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Whalen Wealth Management first reported a position in Fortinet in Q4 2023 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Fortinet as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.