Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership29,944 shares
Latest Disclosed Value $ 2,447,028
Arkadios Wealth Advisors reports 14.54% decrease in ownership of FTNT / Fortinet, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 29,944 shares of Fortinet, Inc. (MX:FTNT) valued at $2,447,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,040 shares of Fortinet, Inc.. This represents a change in shares of -14.54% during the quarter.

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)
2026-05-18 2026-03-31 13F FORTINET INC COM Stock 34959E109 29,944 -5,096 -14.54 2,447 -12.04 0.0258
2026-02-13 2025-12-31 13F FORTINET INC COM Stock 34959E109 35,040 -7,081 -16.81 2,783 -21.43 0.0539
2025-10-29 2025-09-30 13F FORTINET INC COM Stock 34959E109 42,121 1,318 3.23 3,541 -17.90 0.0850
2025-08-04 2025-06-30 13F FORTINET INC COM Stock 34959E109 40,803 1,135 2.86 4,314 12.96 0.1272
2025-05-08 2025-03-31 13F FORTINET INC COM Stock 34959E109 39,668 1,205 3.13 3,818 5.09 0.1442
2025-01-15 2024-12-31 13F FORTINET INC COM Stock 34959E109 38,463 569 1.50 3,634 23.66 0.1982
2024-10-24 2024-09-30 13F FORTINET INC COM Stock 34959E109 37,894 5,657 17.55 2,939 51.29 0.1664
2024-07-29 2024-06-30 13F FORTINET INC COM Stock 34959E109 32,237 695 2.20 1,943 -9.84 0.1310
2024-04-30 2024-03-31 13F FORTINET INC COM Stock 34959E109 31,542 -1,281 -3.90 2,155 12.13 0.1670
2024-01-24 2023-12-31 13F FORTINET INC COM Stock 34959E109 32,823 -610 -1.82 1,921 -2.04 0.1624
2023-10-13 2023-09-30 13F FORTINET INC COM Stock 34959E109 33,433 373 1.13 1,962 -21.53 0.1862
2023-07-26 2023-06-30 13F FORTINET INC COM Stock 34959E109 33,060 -960 -2.82 2,499 10.58 0.2906
2023-05-02 2023-03-31 13F FORTINET INC COM Stock 34959E109 34,020 -858 -2.46 2,261 32.55 0.2692
2023-01-11 2022-12-31 13F FORTINET INC COM Stock 34959E109 34,878 -2,584 -6.90 1,705 170,400.00 0.2260
2022-10-21 2022-09-30 13F FORTINET INC COM Stock 34959E109 37,462 207 0.56 2 -50.00 0.2790
2022-07-14 2022-06-30 13F FORTINET INC COM Stock 34959E109 37,255 29,865 404.13 2 0.00 0.3136
2022-05-02 2022-03-31 13F FORTINET INC COM Stock 34959E109 7,390 -104 -1.39 3 0.00 0.3307
2022-02-03 2021-12-31 13F FORTINET INC COM Stock 34959E109 7,494 7,280 3,401.87 3 0.3567
2021-10-19 2021-09-30 13F FORTINET INC COM Stock 34959E109 214 0 0.00 0 0.0089
2021-07-28 2021-06-30 13F FORTINET INC COM Stock 34959E109 214 0 0.00 0 0.0061
2021-04-26 2021-03-31 13F FORTINET INC COM Stock 34959E109 214 169 375.56 0 0.0064
2021-02-09 2020-12-31 13F FORTINET INC COM Stock 34959E109 45 0 0.00 0 -100.00 0.0013
2020-11-10 2020-09-30 13F FORTINET INC COM Common Stock 34959E109 45 0 0.00 6 -16.67 0.0030
2020-08-10 2020-06-30 13F FORTINET INC COM Common Stock 34959E109 45 0 0.00 6 50.00 0.0034
2020-05-14 2020-03-31 13F FORTINET INC COM Common Stock 34959E117 45 45 5 0.0029
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.