Position in FTNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,348,632
+$3,902,247 QoQ
Shares Held
54,346
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#68
of 579 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, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. FTNT ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,348,632 | 54,346 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,446,385 | 54,410 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,342,932 | 54,690 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,614,730 | 54,885 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,980,897 | 56,573 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,455,824 | 56,678 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,430,993 | 57,483 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,477,969 | 57,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,477,579 | 57,700 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,888,205 | 56,920 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,338,082 | 57,032 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,385,190 | 57,689 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,376,661 | 57,900 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,847,435 | 57,891 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,859,673 | 58,492 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,924,856 | 59,533 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,368,377 | 59,533 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,090,969 | 11,971 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,312,081 | 11,998 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,547,409 | 12,147 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,906,632 | 12,203 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,250,477 | 12,203 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,830,929 | 12,327 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,487,469 | 12,626 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,722,052 | 12,545 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,269,177 | 12,545 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||