Position in FTNT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$372,221
-$282,683 QoQ
Shares Held
2,423
-69.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 116 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. FTNT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
2,423 | $372,221 |
All Filings in FTNT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,221 | 2,423 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $654,904 | 8,014 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $659,420 | 8,304 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $657,001 | 7,814 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $863,309 | 8,166 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $795,300 | 8,262 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $829,062 | 8,775 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $730,210 | 9,416 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $587,994 | 9,756 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $685,354 | 10,033 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $246,586 | 4,213 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,213 | 4,247 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $295,556 | 3,910 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $265,840 | 4,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $219,418 | 4,488 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $228,601 | 4,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $268,755 | 4,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,049 | 981 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $70,226 | 977 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $56,013 | 959 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,303 | 951 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,183 | 981 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $10,926 | 540 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||