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Williams Jones Wealth Management’s Fortinet FTNT Stock Holding History

Williams Jones 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
Q2 		$23.7M Sell
154,491
-12,290
-7% -$1.42M 0.27% 64
2026
Q1 		$13.6M Sell
166,781
-15,563
-9% -$1.26M 0.17% 79
2025
Q4 		$14.5M Sell
182,344
-23,568
-11% -$1.95M 0.16% 80
2025
Q3 		$17.3M Sell
205,912
-11,635
-5% -$1.04M 0.2% 75
2025
Q2 		$23M Sell
217,547
-1,571
-0.7% -$159K 0.28% 65
2025
Q1 		$21.1M Sell
219,118
-6,878
-3% -$697K 0.27% 66
2024
Q4 		$21.4M Sell
225,996
-14,815
-6% -$1.32M 0.26% 67
2024
Q3 		$18.7M Sell
240,811
-11,825
-5% -$808K 0.22% 78
2024
Q2 		$15.2M Sell
252,636
-45,889
-15% -$2.85M 0.19% 84
2024
Q1 		$20.4M Sell
298,525
-12,081
-4% -$804K 0.26% 72
2023
Q4 		$18.2M Sell
310,606
-52,805
-15% -$2.92M 0.25% 74
2023
Q3 		$21.3M Sell
363,411
-4,631
-1% -$307K 0.33% 64
2023
Q2 		$27.8M Sell
368,042
-8,988
-2% -$611K 0.42% 50
2023
Q1 		$25.1M Sell
377,030
-43,270
-10% -$2.46M 0.39% 56
2022
Q4 		$20.5M Sell
420,300
-27,280
-6% -$1.42M 0.34% 59
2022
Q3 		$22M Sell
447,580
-25,380
-5% -$1.37M 0.38% 57
2022
Q2 		$26.8M Sell
472,960
-36,735
-7% -$2.18M 0.43% 49
2022
Q1 		$34.8M Sell
509,695
-409,780
-45% -$25.5M 0.49% 47
2021
Q4 		$66.1M Sell
919,475
-14,465
-2% -$952K 0.83% 34
2021
Q3 		$54.5M Sell
933,940
-18,295
-2% -$1.06M 0.76% 38
2021
Q2 		$45.4M Buy
952,235
+33,700
+4% +$1.44M 0.63% 41
2021
Q1 		$33.9M Buy
918,535
+122,100
+15% +$3.99M 0.53% 48
2020
Q4 		$23.7M Buy
+796,435
New +$20.1M 0.39% 55

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 $3.37T AUM 44.26% 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

Williams Jones Wealth Management's FTNT Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Fortinet (FTNT) stake by 7.4% in Q2 2026, selling an estimated $1.42M and leaving 154,491 shares worth $23.7M. The position accounts for 0.27% of the portfolio, ranked #64.

Williams Jones Wealth Management first reported a position in FTNT in Q4 2020 and has held it in 23 quarters since. The position peaked at $66.1M in Q4 2021. 1,583 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Williams Jones Wealth Management held 154,491 shares of Fortinet worth $23.7M as of Q2 2026.
  • Williams Jones Wealth Management sold 12,290 Fortinet shares in Q2 2026, an estimated $1.42M.
  • Fortinet made up 0.27% of Williams Jones Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Williams Jones Wealth Management first reported a position in Fortinet in Q4 2020 and has held it in 23 quarters since.
  • Williams Jones Wealth Management's Fortinet position peaked at $66.1M in Q4 2021.
  • 1,583 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.