Position in FTNT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$867,031
+$319,507 QoQ
Shares Held
5,644
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#826
of 1,557 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $91,109,247 across 14 Software - Infrastructure names. FTNT ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
167,115 | $62,337,237 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
54,864 | $10,467,228 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,199 | $6,206,222 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,915 | $4,656,883 | |
| 5 | ORCL |
Oracle Corp
|
27,303 | $4,001,254 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
5,644 | $867,031 | |
| 7 | XYZ |
Block, Inc.
|
9,733 | $739,708 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,933 | $590,570 |
All Filings in FTNT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,031 | 5,644 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $547,524 | 6,700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $430,799 | 5,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $587,887 | 6,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $658,741 | 6,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $553,013 | 5,745 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $527,387 | 5,582 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $336,567 | 4,340 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,571 | 4,340 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $379,530 | 5,556 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $323,027 | 5,519 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $487,865 | 8,314 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $520,361 | 6,884 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $421,622 | 6,344 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $338,269 | 6,919 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,008,835 | 20,534 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,122,830 | 19,845 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||