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Fortinet shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Fortinet

Tip: Access up to 7 years of quarterly data

All positions including Fortinet held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortinet by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9k 35 81.71

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Fortinet

Vanguard Group
BlackRock
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Bank of New York Mellon
First Trust Advisors
Invesco
Goldman Sachs Group
Morgan Stanley
AQR Capital Management
Van Eck Associates Corp.
Ubs Global Asset Management Americas
Nordea Investment Management Ab
Fundsmith

View all funds holding Fortinet