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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTNT overviewAll 13F holders of FTNTFull Q2 2026 holdings

Shares (Q2 2026)
437,197
Value
$67.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FTNT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026437,197$67.2M<0.1%+36,931+9.2%AddedHolders
Q1 2026400,266$32.7M<0.1%+13,163+3.4%AddedHolders
Q4 2025387,103$30.7M<0.1%+28,703+8.0%AddedHolders
Q3 2025358,400$30.1M<0.1%+73,103+25.6%AddedHolders
Q2 2025285,297$30.2M<0.1%−7,488−2.6%ReducedHolders
Q1 2025292,785$28.2M<0.1%+51,386+21.3%AddedHolders
Q4 2024241,399$22.8M<0.1%+137,121+131.5%AddedHolders
Q3 2024104,278$8.09M<0.1%−59,089−36.2%ReducedHolders
Q2 2024163,367$9.85M<0.1%+10,365+6.8%AddedHolders
Q1 2024153,002$10.5M<0.1%+4,336+2.9%AddedHolders
Q4 2023148,666$8.70M<0.1%+33,386+29.0%AddedHolders
Q3 2023115,280$6.76M<0.1%+39,551+52.2%AddedHolders
Q2 202375,729$5.72M<0.1%+20,018+35.9%AddedHolders
Q1 202355,711$3.70M<0.1%+3,010+5.7%AddedHolders
Q4 202252,701$2.58M<0.1%+7,056+15.5%AddedHolders
Q3 202245,645$2.24M<0.1%−3,781−7.6%ReducedHolders
Q2 202249,426$2.80M<0.1%+3,681+8.0%AddedConverted for a 5-for-1 splitHolders
Q1 20229,149$3.13M<0.1%−239−2.5%ReducedHolders
Q4 20219,388$3.37M<0.1%+123+1.3%AddedHolders
Q3 20219,265$2.71M<0.1%−151−1.6%ReducedHolders
Q2 20219,416$2.24M<0.1%−2,486−20.9%ReducedHolders
Q1 202111,902$2.19M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.