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Showing 8 of 28 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in Fortinet, Inc.

Yes. United Capital Financial Advisors holds 21,470 shares of FTNT (Fortinet), worth $3.3M, as of its Q2 2026 13F filing. It reduced the position by 190 shares (-0.9%) from Q1 2026. United Capital Financial Advisors has held FTNT since Q3 2019, across 28 quarterly 13F filings.

Current Value

$3.3M

Current Shares

21,470

Total Value Change

+$2M

Total Shares Change

+4,523

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,470
-0.9%
$3.3M0.0%$153.62
0
2026-Q1
Increased
21,660
+19.9%
$1.8M0.0%$81.72
31
2025-Q4
Increased
18,066
+16.1%
$1.4M0.0%$79.41
29
2025-Q3
Decreased
15,561
-14.6%
$1.3M0.0%$84.08
0
2025-Q2
Increased
18,230
+4.6%
$1.9M0.0%$105.72
27
2025-Q1
Increased
17,433
+4.9%
$1.7M0.0%$96.26
27
2024-Q4
Decreased
16,612
-2.0%
$1.6M0.0%$94.48
0
2024-Q3
Decreased
16,947
-3.7%
$1.3M0.0%$77.55
0

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