Position in FTNT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,298,221
+$1,528,166 QoQ
Shares Held
21,470
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#525
of 1,557 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. FTNT ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,298,221 | 21,470 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,770,055 | 21,660 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,434,621 | 18,066 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,308,368 | 15,561 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,927,275 | 18,230 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,678,100 | 17,433 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,569,501 | 16,612 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,314,239 | 16,947 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,060,872 | 17,602 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,054,364 | 15,435 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,023,923 | 17,494 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $263,590 | 4,492 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $498,667 | 6,597 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $546,832 | 8,228 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $593,231 | 12,134 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $709,289 | 14,437 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $813,790 | 14,383 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,065,887 | 3,119 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,235,617 | 3,438 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,056,892 | 3,619 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $991,584 | 4,163 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $866,220 | 4,697 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,542,143 | 23,848 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $3,349,456 | 28,431 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,379,748 | 39,191 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,283,638 | 42,341 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||