YIA
FTNT icon

YHB Investment Advisors’s Fortinet FTNT Stock Holding History

YHB Investment 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 		$10.5M Sell
68,606
-128
-0.2% -$14.8K 0.68% 39
2026
Q1 		$5.62M Sell
68,734
-5,705
-8% -$461K 0.4% 69
2025
Q4 		$5.91M Buy
74,439
+1,120
+2% +$92.9K 0.41% 66
2025
Q3 		$6.16M Buy
73,319
+2,872
+4% +$256K 0.45% 60
2025
Q2 		$7.45M Buy
70,447
+2,093
+3% +$211K 0.57% 46
2025
Q1 		$6.58M Buy
68,354
+2,557
+4% +$259K 0.55% 50
2024
Q4 		$6.22M Buy
65,797
+3,149
+5% +$280K 0.51% 49
2024
Q3 		$4.86M Sell
62,648
-635
-1% -$43.4K 0.4% 64
2024
Q2 		$3.81M Buy
63,283
+668
+1% +$41.5K 0.33% 74
2024
Q1 		$4.28M Buy
62,615
+4,301
+7% +$286K 0.38% 72
2023
Q4 		$3.41M Sell
58,314
-312
-0.5% -$17.2K 0.33% 78
2023
Q3 		$3.44M Buy
58,626
+9,885
+20% +$654K 0.32% 85
2023
Q2 		$3.68M Buy
+48,741
New +$3.31M 0.34% 79

Other funds holding FTNT

EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return