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Fortinet shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Fortinet

Tip: Access up to 7 years of quarterly data

All positions including Fortinet held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortinet by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $457k 3.0k 153.62
2023-12-31 $685k 1.7k 409.52
2021-12-31 $39k 111 351.35

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Fortinet

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Invesco
Geode Capital Management
Norges Bank Investment Management
First Trust Advisors
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
AQR Capital Management
Jane Street
Nordea Investment Management Ab

View all funds holding Fortinet