Position in FTNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$531,986
-$457,071 QoQ
Shares Held
3,463
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#972
of 1,560 holders
Holding Since
Jun 2020
8 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. FTNT ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,876 | $87,240,425 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,596 | $20,664,447 | |
| 3 | NET |
Cloudflare, Inc.
|
27,423 | $6,726,313 | |
| 4 | ORCL |
Oracle Corp
|
45,728 | $6,701,438 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,948 | $6,667,554 | |
| 6 | GEN |
Gen Digital Inc.
|
168,053 | $4,182,839 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
34,826 | $4,063,149 | |
| 8 | NTAP |
NetApp, Inc.
|
25,156 | $3,893,142 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,986 | 3,463 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $989,057 | 12,103 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $1,236,973 | 21,134 | Shares | Sole | 2024-02-13 | |
| 2021-06-30 | $1,205,003 | 5,059 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $980,376 | 5,316 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $731,658 | 4,926 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $572,203 | 4,857 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $667,544 | 4,863 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||