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Fortinet shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts Wealth Advisors investment in Fortinet

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

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Quarterly reported holdings in Fortinet by Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $307k 2.0k 153.62

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Coherent Corp (COHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Trane Technologies SHS (TT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Take-Two Interactive Software (TTWO)

View all positions for Roberts Wealth Advisors

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