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Fortinet shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fortinet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fortinet by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 5.9k 84.08
2025-06-30 $643k 6.1k 105.72
2024-12-31 $257k 2.7k 94.48

More positions owned by Sax Wealth Advisors

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Fortinet

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of New York Mellon
Invesco
Morgan Stanley
Fundsmith
First Trust Advisors
Nordea Investment Management Ab
Northern Trust
Ubs Global Asset Management Americas
Legal & General Group
Deutsche Bank Aktiengesellschaft
Van Eck Associates Corp.

View all funds holding Fortinet