Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$629,534
+$295,953 QoQ
Shares Held
4,098
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#927
of 1,560 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. FTNT ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in FTNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,534 | 4,098 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $333,581 | 4,082 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $409,755 | 5,160 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $387,020 | 4,603 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $503,967 | 4,767 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $335,215 | 3,548 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $313,379 | 4,041 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $253,857 | 4,212 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $523,049 | 7,657 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $834,228 | 14,253 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $242,348 | 4,130 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $224,880 | 2,975 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $201,373 | 3,030 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $114,549 | 2,343 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $123,709 | 2,518 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $139,413 | 2,464 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $130,202 | 381 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $95,959 | 267 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $80,311 | 275 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $77,173 | 324 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $47,764 | 259 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $37,429 | 252 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $29,099 | 247 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $34,866 | 254 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $21,144 | 209 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||