Position in FTNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,126,561
+$805,558 QoQ
Shares Held
13,843
-14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#618
of 1,560 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Asset Strategies, Inc. holds $75,847,714 across 6 Software - Infrastructure names. FTNT ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,692 | $48,750,729 | |
| 2 | PANW |
Palo Alto Networks Inc
|
65,119 | $22,206,881 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
13,843 | $2,126,561 | |
| 4 | ORCL |
Oracle Corp
|
6,872 | $1,007,091 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,542 | $879,925 | |
| 6 | SNPS |
Synopsys Inc
|
1,965 | $876,527 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,126,561 | 13,843 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,321,003 | 16,165 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,341,642 | 29,488 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,457,406 | 29,227 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,288,737 | 31,108 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,961,438 | 30,765 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,496,893 | 37,012 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,869,350 | 37,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,196,901 | 36,451 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,683,704 | 24,648 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,403,549 | 23,980 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,220,602 | 20,801 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,447,775 | 19,153 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,502,660 | 22,610 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,166,124 | 23,852 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,179,070 | 23,999 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,303,716 | 23,042 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,596,267 | 4,671 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,667,256 | 4,639 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,684,486 | 5,768 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,317,428 | 5,531 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $986,647 | 5,350 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||