Fortinet shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Fortinet
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Quarterly reported holdings in Fortinet by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.3M | 28k | 153.62 |
| 2026-03-31 | $2.7M | 33k | 81.72 |
| 2025-12-31 | $2.0M | 25k | 79.41 |
| 2025-09-30 | $1.8M | 22k | 84.08 |
| 2025-06-30 | $1.5M | 14k | 105.72 |
| 2024-09-30 | $389k | 5.0k | 77.56 |
| 2024-06-30 | $329k | 5.5k | 60.26 |
| 2024-03-31 | $286k | 4.2k | 68.32 |
| 2023-12-31 | $433k | 7.4k | 58.53 |
| 2023-09-30 | $426k | 7.3k | 58.68 |
| 2018-03-31 | $3.0k | 3.5k | 0.86 |
| 2017-12-31 | $3.0k | 58 | 51.72 |