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Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

FTNT holding history

Fortinet, Inc. in every 13F filed by Sax Wealth Advisors, LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of FTNT by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,351−100.0%Sold outHolders
Q1 20265,351$424.9K<0.1%−160−2.9%ReducedHolders
Q4 20255,511$437.6K<0.1%−436−7.3%ReducedHolders
Q3 20255,947$500.0K<0.1%−132−2.2%ReducedHolders
Q2 20256,079$642.7K<0.1%+6,079NewHolders
Q1 20250$00.0%−2,717−100.0%Sold outHolders
Q4 20242,717$256.7K<0.1%+2,717NewHolders