Position in FTNT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,732,907
+$10,103,564 QoQ
Shares Held
154,491
-7.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#235
of 1,557 holders
Holding Since
Dec 2020
23 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, 2026Williams Jones Wealth Management, LLC. holds $409,990,813 across 9 Software - Infrastructure names. FTNT ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
983,325 | $366,799,891 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
154,491 | $23,732,907 | |
| 3 | ORCL |
Oracle Corp
|
85,334 | $12,505,697 | |
| 4 | WEX |
WEX Inc.
|
18,476 | $2,606,778 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,200 | $1,373,652 | |
| 6 | VHC |
VirnetX Holding Corp
|
99,271 | $1,260,741 | |
| 7 | PANW |
Palo Alto Networks Inc
|
3,230 | $1,101,494 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,029 | $470,063 |
All Filings in FTNT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,732,907 | 154,491 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,629,343 | 166,781 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,479,937 | 182,344 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,313,080 | 205,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,999,068 | 217,547 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,092,298 | 219,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,352,102 | 225,996 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,674,893 | 240,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,226,371 | 252,636 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $20,392,242 | 298,525 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $18,179,769 | 310,606 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,324,957 | 363,411 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,820,294 | 368,042 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,057,413 | 377,030 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,548,467 | 420,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,989,605 | 447,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,760,076 | 472,960 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,836,633 | 101,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $66,091,863 | 183,895 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $54,549,567 | 186,788 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,362,570 | 190,447 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,879,244 | 183,707 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,658,898 | 159,287 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||