Fortinet, Inc.
IT ˙ BIT ˙ US34959E1091
127,64 € ↑0,38 (0,30%)
2026-06-04
AKTIENPREIS
SecurityIT:1FTNT / Fortinet, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership13,885 shares
Latest Disclosed Value $ 1,134,684
AE Wealth Management LLC reports 16.74% increase in ownership of 1FTNT / Fortinet, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 13,885 shares of Fortinet, Inc. (IT:1FTNT) valued at $947,790 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,894 shares of Fortinet, Inc.. This represents a change in shares of 16.74% during the quarter. The current value of the position is $1,772,281 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F FORTINET COM 34959E109 13,885 1,991 16.74 1,135 20.13 0.0002
2026-01-26 2025-12-31 13F FORTINET COM 34959E109 11,894 -2,103 -15.02 945 -19.73 0.0054
2025-11-03 2025-09-30 13F FORTINET COM 34959E109 13,997 8,266 144.23 1,177 94.38 0.0075
2025-08-06 2025-06-30 13F FORTINET COM 34959E109 5,731 373 6.96 606 17.48 0.0044
2025-05-06 2025-03-31 13F FORTINET COM 34959E109 5,358 890 19.92 516 22.04 0.0043
2025-02-13 2024-12-31 13F FORTINET COM 34959E109 4,468 1,186 36.14 422 66.14 0.0036
2024-11-14 2024-09-30 13F FORTINET COM 34959E109 3,282 3,282 255 0.0023
2024-05-15 2024-03-31 13F FORTINET COM 34959E109 0 -278,279 -100.00 0 -100.00
2024-02-14 2023-12-31 13F FORTINET COM 34959E109 278,279 11,761 4.41 18,400 17.65 0.0940
2023-10-11 2023-09-30 13F FORTINET COM 34959E109 266,518 55,435 26.26 15,639 -1.98 0.0935
2023-07-10 2023-06-30 13F FORTINET COM 34959E109 211,083 22,333 11.83 15,956 27.19 0.0959
2023-04-14 2023-03-31 13F FORTINET COM 34959E109 188,750 -2,315 -1.21 12,544 34.29 0.0807
2023-01-31 2022-12-31 13F FORTINET COM 34959E109 191,065 4,881 2.62 9,341 2.12 0.0675
2022-10-25 2022-09-30 13F FORTINET COM 34959E109 186,184 -17,981 -8.81 9,147 -20.82 0.0725
2022-08-03 2022-06-30 13F FORTINET COM 34959E109 204,165 157,544 337.92 11,552 -27.49 0.0924
2022-04-18 2022-03-31 13F FORTINET COM 34959E109 46,621 -2,944 -5.94 15,932 -10.56 0.1093
2022-01-20 2021-12-31 13F FORTINET COM 34959E109 49,565 -3,840 -7.19 17,814 14.22 0.1242
2021-11-01 2021-09-30 13F FORTINET COM 34959E109 53,405 4,368 8.91 15,596 33.53 0.1285
2021-07-21 2021-06-30 13F FORTINET COM 34959E109 49,037 -818 -1.64 11,680 27.04 0.1020
2021-04-27 2021-03-31 13F FORTINET COM 34959E109 49,855 3,090 6.61 9,194 32.36 0.0928
2021-02-01 2020-12-31 13F FORTINET COM 34959E109 46,765 3,493 8.07 6,946 36.25 0.0788
2020-11-06 2020-09-30 13F FORTINET COM 34959E109 43,272 13,876 47.20 5,098 26.34 0.0728
2020-08-05 2020-06-30 13F FORTINET COM 34959E109 29,396 19,920 210.22 4,035 320.75 0.0624
2020-05-07 2020-03-31 13F FORTINET COM 34959E109 9,476 7,310 337.49 959 315.15 0.0220
2020-01-15 2019-12-31 13F FORTINET COM 34959E109 2,166 2,166 231 0.0050
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.