Position in FTNT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$289,266
+$86,459 QoQ
Shares Held
1,883
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,164
of 1,560 holders
Holding Since
Mar 2022
4 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, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. FTNT ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,266 | 1,883 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $202,807 | 2,683 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $309,492 | 5,470 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $414,872 | 1,214 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||