Position in FFIV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,663
-$123 QoQ
Shares Held
4
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#801
of 825 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. FFIV ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in FFIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,663 | 4 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $1,786 | 7 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,494 | 17 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,060 | 7 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,863 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,760 | 7 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,541 | 7 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||