Maia Wealth LLC FTNT — FORTINET INC

Ownership history in Maia Wealth LLC  ·  6 quarters on record

AI Ownership Summary

Maia Wealth LLC reported FORTINET INC (FTNT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.83% in 2026 Q2. The latest visible filing shows FTNT at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in FORTINET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTNT was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTNT stock page Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held FTNT — position size vs. price
% of Fund (quarterly)    FTNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,577 +5,257 +16.8% 0.83% $5.6M 2026-07-28 $149.98
2026 Q1 ADDED — — — 31,320 +8,202 +35.5% 0.43% $2.6M 2026-05-08 $114.07
2025 Q4 ADDED — — — 23,118 +4,427 +23.7% 0.33% $1.9M 2026-02-17 $81.69
2025 Q3 ADDED — — — 18,691 +10,152 +118.9% 0.26% $1.5M 2025-11-13 $81.03
2025 Q2 ADDED — — — 8,539 +5,924 +226.5% 0.17% $903K 2025-08-13 $79.33
2025 Q1 INITIATED — — — 2,615 — — 0.06% $253K 2025-05-12 $102.04

🏢 Other funds also holding FTNT

As of 2026 Q2 — sorted by position size

Ravenstone Capital Management Inc. 6.36% one8zero8, LLC 5.72% Spurstone Advisory Services, LLC 5.43% Fulcrum Capital LLC 3Y 7Y 5.15% Palmer Knight Co 3Y 7Y 4.77% ACCOUNT MANAGEMENT LLC 3Y 7Y 4.54% Nutshell Asset Management Ltd 4.44% Knuff & Co LLC 3Y 7Y 4.11% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 3.67% KRS Capital Management, LLC 3Y 3.27%

FAQ About Maia Wealth LLC and FTNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maia Wealth LLC reported owning FTNT?

Maia Wealth LLC reported FTNT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FTNT position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for FTNT was 0.83% in 2026 Q2.

What is the latest reported FTNT position on this page?

The most recent filing on this page is 2026 Q2, when Maia Wealth LLC reported 36,577 shares, equal to 0.83% of portfolio, with an estimated market value of $5.6M.

What does the chart on this FTNT ownership page compare?

The chart compares Maia Wealth LLC's quarterly FTNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Maia Wealth LLC time their FTNT position?

Based on 13F filing dates vs. subsequent FTNT price moves, Maia Wealth LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on FTNT relative to SPY over the holding period was +11.5%.

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