Position in FFIV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,862,092
+$4,078,738 QoQ
Shares Held
16,497
+71.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#200
of 825 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. FFIV ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in FFIV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,862,092 | 16,497 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,783,354 | 9,620 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $42,965,618 | 168,321 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,574,425 | 54,378 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,375,662 | 35,253 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,102,706 | 34,186 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,759,032 | 6,995 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,127,424 | 5,120 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $912,302 | 5,297 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,146,917 | 11,324 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,488,397 | 8,316 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,336,656 | 8,295 | Shares | Sole | 2023-11-13 | |
| 2020-03-31 | $1,529,927 | 14,348 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||