Sendero Wealth Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1639375 SAN ANTONIO, TX

Position in FTNT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$286,962

-$7,131,515 QoQ

Shares Held

1,868

-97.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,167

of 1,560 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $18,594,449 across 5 Software - Infrastructure names. FTNT ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	35,679	$13,308,980
2	ORCL	Oracle Corp	22,760	$3,335,477
3	NTAP	NetApp, Inc.	8,334	$1,289,769
4	CHKP	Check Point Software Technologies Ltd	2,840	$373,261
5	FTNT	Fortinet, Inc. This page	1,868	$286,962

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,962	1,868	-97.3%	Shares	Other	2026-08-04
2025-06-30	$7,418,477	70,171	+7.0%	Shares	Other	2025-07-31
2025-03-31	$6,314,751	65,601	+17.4%	Shares	Other	2025-04-10
2024-12-31	$5,278,880	55,873	+36.8%	Shares	Other	2025-01-14
2024-09-30	$3,167,606	40,846	+2.8%	Shares	Sole	2024-10-09
2024-06-30	$2,395,551	39,747	+0.7%	Shares	Other	2024-07-12
2024-03-31	$2,696,673	39,477	-1.3%	Shares	Sole	2024-04-16
2023-12-31	$2,340,672	39,991	+84.5%	Shares	Other	2024-01-17
2023-09-30	$1,271,771	21,673	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.