Dixon Mitchell Investment Counsel Inc. FTNT — Fortinet Inc

Ownership history in Dixon Mitchell Investment Counsel Inc.  ·  7 quarters on record

AI Ownership Summary

Dixon Mitchell Investment Counsel Inc. reported Fortinet Inc (FTNT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.33% in 2025 Q2. The latest visible filing shows FTNT at 0.96% 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 Dixon Mitchell Investment Counsel Inc.'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 Q1

FTNT was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Dixon Mitchell Investment Counsel Inc. fund profile Dixon Mitchell Investment Counsel Inc. full holdings
How Dixon Mitchell Investment Counsel Inc. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 337,594 -3,345 -1.0% 0.96% $27.6M 2026-05-14 $121.86
2025 Q4 ADDED — — — 340,939 +7,385 +2.2% 0.89% $27.1M 2026-02-13 $85.56
2025 Q3 ADDED — — — 333,554 +10,289 +3.2% 1.00% $28.0M 2025-11-13 $81.03
2025 Q2 ADDED — — — 323,265 +20,679 +6.8% 1.33% $34.2M 2025-08-13 $79.33
2025 Q1 ADDED — — — 302,586 +2,597 +0.9% 1.31% $29.1M 2025-05-14 $103.23
2024 Q4 ADDED — — — 299,989 +169,530 +129.9% 1.31% $28.3M 2025-01-15 $93.06
2024 Q3 INITIATED — — — 130,459 — — 0.46% $10.1M 2024-10-17 $80.86

🏢 Other funds also holding FTNT

As of 2026 Q2 — sorted by position size

Fulcrum Capital LLC 3Y 7Y 5.15% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 3.67% KRS Capital Management, LLC 3Y 3.27% First National Bank of Mount Dora, Trust Investment Services 3Y 3.25% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 3.08% Altrafin AG 3.03% GILPIN WEALTH MANAGEMENT, LLC 3.02% WOODSTOCK CORP 3Y 7Y 2.96% BARLOW WEALTH PARTNERS, LLC 2.67% Evergreen Private Wealth LLC 2.48%

FAQ About Dixon Mitchell Investment Counsel Inc. and FTNT

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

How long has Dixon Mitchell Investment Counsel Inc. reported owning FTNT?

Dixon Mitchell Investment Counsel Inc. reported FTNT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FTNT position in Dixon Mitchell Investment Counsel Inc.'s portfolio?

The largest reported portfolio weight for FTNT was 1.33% in 2025 Q2.

What is the latest reported FTNT position on this page?

The most recent filing on this page is 2026 Q1, when Dixon Mitchell Investment Counsel Inc. reported 337,594 shares, equal to 0.96% of portfolio, with an estimated market value of $27.6M.

What does the chart on this FTNT ownership page compare?

The chart compares Dixon Mitchell Investment Counsel Inc.'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 Dixon Mitchell Investment Counsel Inc. time their FTNT position?

Based on 13F filing dates vs. subsequent FTNT price moves, Dixon Mitchell Investment Counsel Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on FTNT relative to SPY over the holding period was +9.4%.

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