Position in FTNT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$689,907
+$272,400 QoQ
Shares Held
4,491
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#897
of 1,560 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $111,852,206 across 14 Software - Infrastructure names. FTNT ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
166,473 | $62,097,758 | |
| 2 | PANW |
Palo Alto Networks Inc
|
37,279 | $12,712,884 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,261 | $11,230,770 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
53,012 | $10,113,894 | |
| 5 | ORCL |
Oracle Corp
|
45,548 | $6,675,059 | |
| 6 | NET |
Cloudflare, Inc.
|
14,675 | $3,599,484 | |
| 7 | CRWV |
CoreWeave, Inc.
|
16,040 | $1,596,621 | |
| 8 | TWLO |
Twilio Inc
|
5,906 | $1,218,584 |
All Filings in FTNT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,907 | 4,491 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $417,507 | 5,109 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $423,017 | 5,327 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $460,085 | 5,472 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,407,344 | 13,312 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,075,320 | 11,171 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $720,315 | 7,624 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $646,611 | 8,338 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $501,660 | 8,571 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $528,120 | 9,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $681,141 | 9,011 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,943,076 | 104,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,124,503 | 104,817 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,136,885 | 104,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,794,059 | 155,427 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $10,618,203 | 31,071 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,439,702 | 31,830 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $8,240,784 | 28,218 | Shares | Sole | 2021-10-15 | |
| 2020-06-30 | $239,947 | 1,748 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||