Position in FTNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,411,289
+$276,625 QoQ
Shares Held
9,187
-33.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#707
of 1,560 holders
Holding Since
Mar 2020
24 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, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. FTNT ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in FTNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,289 | 9,187 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,134,664 | 13,885 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $944,490 | 11,894 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,176,857 | 13,997 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $605,874 | 5,731 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $515,756 | 5,358 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $422,133 | 4,468 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $254,515 | 3,282 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $16,287,669 | 278,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,639,276 | 266,518 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,955,763 | 211,083 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,544,325 | 188,750 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,341,167 | 191,065 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,147,219 | 186,184 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,551,655 | 204,165 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,932,260 | 46,621 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,813,661 | 49,565 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $15,596,396 | 53,405 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,680,123 | 49,037 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,194,259 | 49,855 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,946,005 | 46,765 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,097,874 | 43,272 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,035,188 | 29,396 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $958,686 | 9,476 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||