Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership261,458 shares
Latest Disclosed Value $ 17,504,950
Wealth Enhancement Advisory Services, Llc reports 53.83% increase in ownership of FTNT / Fortinet, Inc.

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 261,458 shares of Fortinet, Inc. (MX:FTNT) valued at $17,504,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 169,966 shares of Fortinet, Inc.. This represents a change in shares of 53.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F FORTINET COM 34959E109 261,458 91,492 53.83 17,505 30.96 0.0208
2026-01-08 2025-12-31 13F FORTINET COM 34959E109 169,966 -586,685 -77.54 13,366 -79.20 0.0181
2025-10-29 2025-09-30 13F FORTINET COM 34959E109 756,651 622,809 465.33 64,255 354.38 0.0972
2025-07-10 2025-06-30 13F FORTINET COM 34959E109 133,842 2,431 1.85 14,142 11.80 0.0234
2025-04-16 2025-03-31 13F FORTINET COM 34959E109 131,411 38,080 40.80 12,650 43.46 0.0242
2025-03-17 2024-12-31 13F/A-1 FORTINET COM 34959E109 93,331 18,008 23.91 8,818 50.95 0.0169
2025-01-10 2024-12-31 13F FORTINET COM 34959E109 76,961 1,638 5,968 0.0121
2024-10-24 2024-09-30 13F FORTINET COM 34959E109 75,323 20,368 37.06 5,841 76.36 0.0126
2024-07-16 2024-06-30 13F FORTINET COM 34959E109 54,955 8,103 17.29 3,312 3.50 0.0079
2024-04-15 2024-03-31 13F FORTINET COM 34959E109 46,852 -1,123 -2.34 3,200 14.00 0.0083
2024-01-30 2023-12-31 13F FORTINET COM 34959E109 47,975 -126,237 -72.46 2,808 -72.54 0.0082
2023-11-13 2023-09-30 13F FORTINET COM 34959E109 174,212 174,212 10,223 0.0336
2023-02-01 2022-12-31 13F FORTINET COM 34959E109 0 -24,578 -100.00 0 -100.00
2022-10-17 2022-09-30 13F FORTINET COM 34959E109 24,578 24,578 1,265 0.0181
2021-02-10 2020-12-31 13F FORTINET COM 34959E109 0 -17,838 -100.00 0 -100.00
2020-11-12 2020-09-30 13F FORTINET COM 34959E109 17,838 -11,920 -40.06 2,299 -42.47 0.0602
2020-10-13 2020-06-30 13F/A-1 FORTINET COM 34959E109 29,758 29,758 3,996 0.1147
2019-11-05 2019-09-30 13F FORTINET COM 34959E109 0 -14,516 -100.00 0 -100.00
2019-08-02 2019-06-30 13F FORTINET COM 34959E109 14,516 1,668 12.98 1,204 1.86 0.0531
2019-04-30 2019-03-31 13F FORTINET COM 34959E109 12,848 12,848 1,182 0.0668
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.