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Whipplewood Advisors’s Fortinet FTNT Stock Holding History

Whipplewood 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 		– Sell
-9
Closed -$735 – 814
2026
Q1 		$735 Sell
9
-6
-40% -$485 ﹤0.01% 946
2025
Q4 		$1.19K Buy
+15
New +$1.24K ﹤0.01% 390
2025
Q3 		– Sell
-58
Closed -$6.13K – 636
2025
Q2 		$6.13K Sell
58
-70
-55% -$7.06K ﹤0.01% 656
2025
Q1 		$4.81K Buy
128
+90
+237% +$9.13K ﹤0.01% 705
2024
Q4 		$3.59K Buy
+38
New +$3.38K ﹤0.01% 762

Other funds holding FTNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Whipplewood Advisors's FTNT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Fortinet (FTNT) in Q2 2026, closing a stake of 9 shares — an estimated $735 sold.

Whipplewood Advisors first reported a position in FTNT in Q4 2024 and held it in 5 quarters. The position peaked at $6.13K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Fortinet position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 9 Fortinet shares in Q2 2026, an estimated $735.
  • Whipplewood Advisors first reported a position in Fortinet in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Fortinet position peaked at $6.13K in Q2 2025.
  • 1,584 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.