Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$334,430
+$50,780 QoQ
Shares Held
2,177
-37.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,109
of 1,560 holders
Holding Since
Jun 2020
21 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, 2026IHT Wealth Management, LLC holds $86,035,595 across 13 Software - Infrastructure names. FTNT ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,154 | $51,161,184 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,086 | $8,993,623 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,853 | $8,816,389 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
45,840 | $8,745,584 | |
| 5 | ORCL |
Oracle Corp
|
41,319 | $6,055,299 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,790 | $874,956 | |
| 7 | TOST |
Toast, Inc.
|
17,539 | $487,934 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
2,177 | $334,430 |
All Filings in FTNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,430 | 2,177 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $283,650 | 3,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $273,090 | 3,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $294,111 | 3,498 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,432 | 3,712 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $363,188 | 3,773 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $333,042 | 3,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,647 | 5,205 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $299,059 | 4,962 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $363,272 | 5,318 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $321,680 | 5,496 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,693 | 5,823 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $459,662 | 6,081 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $402,747 | 6,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $288,744 | 5,906 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $305,735 | 6,223 | Shares | Sole | 2022-11-22 | |
| 2021-12-31 | $332,085 | 924 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $565,097 | 1,935 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,798 | 885 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $232,000 | 1,258 | Shares | Sole | 2021-05-18 | |
| 2020-06-30 | $864,938 | 6,301 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||