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Willner & Heller’s Fortinet FTNT Stock Holding History

Willner & Heller’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 		$1.53M Sell
9,940
-150
-1% -$17.3K 0.96% 26
2026
Q1 		$825K Sell
10,090
-410
-4% -$33.1K 0.61% 47
2025
Q4 		$834K Buy
10,500
+25
+0.2% +$2.07K 0.6% 45
2025
Q3 		$881K Buy
10,475
+1,073
+11% +$95.7K 0.68% 39
2025
Q2 		$994K Hold
9,402
– – 0.84% 31
2025
Q1 		$905K Hold
9,402
– – 0.84% 31
2024
Q4 		$888K Sell
9,402
-60
-0.6% -$5.34K 0.78% 31
2024
Q3 		$734K Buy
9,462
+100
+1% +$6.83K 0.65% 43
2024
Q2 		$564K Hold
9,362
– – 0.54% 55
2024
Q1 		$640K Buy
9,362
+1,000
+12% +$66.6K 0.64% 51
2023
Q4 		$489K Buy
+8,362
New +$462K 0.55% 61
2022
Q4 		$415K Buy
8,497
+1,770
+26% +$92.2K 0.59% 61
2022
Q3 		$330K Buy
6,727
+2,052
+44% +$111K 0.53% 65
2022
Q2 		$265K Buy
4,675
+875
+23% +$52K 0.41% 95
2022
Q1 		$273K Sell
3,800
-150
-4% -$9.32K 0.34% 108
2021
Q4 		$231K Buy
+3,950
New +$260K 0.31% 123

Other funds holding FTNT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller's FTNT Position: Q2 2026 in Review

Willner & Heller reduced its Fortinet (FTNT) stake by 1.5% in Q2 2026, selling an estimated $17.3K and leaving 9,940 shares worth $1.53M. The position accounts for 0.96% of the portfolio, ranked #26.

Willner & Heller first reported a position in FTNT in Q4 2021 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Willner & Heller held 9,940 shares of Fortinet worth $1.53M as of Q2 2026.
  • Willner & Heller sold 150 Fortinet shares in Q2 2026, an estimated $17.3K.
  • Fortinet made up 0.96% of Willner & Heller's portfolio in Q2 2026, its #26 holding.
  • Willner & Heller first reported a position in Fortinet in Q4 2021 and has held it in 16 quarters since.
  • 232 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.