NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

FTNT holding history

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

FTNT overview All 13F holders of FTNT Full Q2 2026 holdings

Shares (Q2 2026): 421,954
Value: $64.8M
% of portfolio: 0.7%
Quarters held: 21; Since Q2 2021

Holdings of FTNT by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	421,954	$64.8M	0.7%	+19,165+4.8%	Added	Holders
Q1 2026	402,789	$32.9M	0.4%	−7,907−1.9%	Reduced	Holders
Q4 2025	410,696	$32.6M	0.4%	+10,531+2.6%	Added	Holders
Q3 2025	400,165	$34.4M	0.5%	−1,426−0.4%	Reduced	Holders
Q2 2025	401,591	$30.2M	0.5%	+23,067+6.1%	Added	Holders
Q1 2025	378,524	$36.4M	0.7%	−2,682−0.7%	Reduced	Holders
Q4 2024	381,206	$36.0M	0.6%	+4,501+1.2%	Added	Holders
Q3 2024	376,705	$29.2M	0.5%	+33,127+9.6%	Added	Holders
Q2 2024	343,578	$20.7M	0.4%	+5,841+1.7%	Added	Holders
Q1 2024	337,737	$22.0M	0.5%	+23,984+7.6%	Added	Holders
Q4 2023	313,753	$18.4M	0.5%	+40,225+14.7%	Added	Holders
Q3 2023	273,528	$16.1M	0.5%	+72,399+36.0%	Added	Holders
Q2 2023	201,129	$15.2M	0.5%	+3,867+2.0%	Added	Holders
Q1 2023	197,262	$13.1M	0.5%	+7,762+4.1%	Added	Holders
Q4 2022	189,500	$9.26M	0.4%	+8,265+4.6%	Added	Holders
Q3 2022	181,235	$8.90M	0.4%	+19,671+12.2%	Added	Holders
Q2 2022	161,564	$9.14M	0.4%	+6,144+4.0%	AddedConverted for a 5-for-1 split	Holders
Q1 2022	31,084	$10.6M	0.5%	+1,195+4.0%	Added	Holders
Q4 2021	29,889	$10.7M	0.5%	+696+2.4%	Added	Holders
Q3 2021	29,193	$8.53M	0.5%	+14,800+102.8%	Added	Holders
Q2 2021	14,393	$3.43M	0.3%	+14,393	New	Holders