Position in FTNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,099,919
+$562,284 QoQ
Shares Held
7,160
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#767
of 1,560 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. FTNT ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
7,160 | $1,099,919 |
All Filings in FTNT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,919 | 7,160 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $537,635 | 6,579 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $362,109 | 4,560 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $375,411 | 3,551 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $351,349 | 3,650 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $209,575 | 3,068 | Shares | Sole | 2024-05-08 | |
| 2022-06-30 | $221,227 | 3,910 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $222,472 | 651 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $257,689 | 717 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $232,755 | 797 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||