Clearstead Trust, LLC

Position in FTNT — Fortinet, Inc.

CIK 1708001 PORTLAND, ME

Position in FTNT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$82,186

+$36,995 QoQ

Shares Held

535

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,371

of 1,560 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clearstead Trust, LLC holds $28,084,706 across 24 Software - Infrastructure names. FTNT ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	59,890	$22,340,167
2	PANW	Palo Alto Networks Inc	14,601	$4,979,233
3	ORCL	Oracle Corp	1,367	$200,333
4	CRWD	CrowdStrike Holdings, Inc.	956	$182,390
5	PLTR	Palantir Technologies Inc.	1,337	$155,987
6	FTNT	Fortinet, Inc. This page	535	$82,186
7	CRWV	CoreWeave, Inc.	472	$46,982
8	NET	Cloudflare, Inc.	90	$22,075

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,186	535	-3.3%	Shares	Sole	2026-08-06
2026-03-31	$45,191	553	+16.7%	Shares	Sole	2026-05-06
2025-12-31	$37,640	474	-11.6%	Shares	Sole	2026-02-09
2025-09-30	$45,066	536	+4.3%	Shares	Sole	2025-11-10
2025-06-30	$54,340	514	+78.5%	Shares	Sole	2025-08-08
2025-03-31	$27,722	288	+34.0%	Shares	Sole	2025-05-09
2024-03-31	$14,686	215	-12.2%	Shares	Sole	2024-05-10
2023-12-31	$14,339	245	0.0%	Shares	Sole	2024-02-06
2023-09-30	$14,376	245	+32.4%	Shares	Sole	2023-11-13
2023-06-30	$13,984	185	0.0%	Shares	Sole	2023-08-08
2023-03-31	$12,295	185	0.0%	Shares	Sole	2023-05-10
2022-12-31	$9,044	185	0.0%	Shares	Sole	2023-02-01
2022-09-30	$9,089	185	0.0%	Shares	Sole	2022-11-14
2022-06-30	$10,467	185	+400.0%	Shares	Sole	2022-08-11
2022-03-31	$12,644	37	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.