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Fortinet shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Fortinet

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

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Quarterly reported holdings in Fortinet by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 14 153.64
2023-09-30 $12k 200 58.68
2023-06-30 $15k 200 75.59
2023-03-31 $13k 200 66.46

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Fortinet

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

View all funds holding Fortinet