Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$218,140
New position
Shares Held
1,420
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,287
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $24,355,901 across 9 Software - Infrastructure names. FTNT ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
1,074,977 | $14,318,693 | |
| 2 | MSFT |
Microsoft Corp
|
16,780 | $6,259,275 | |
| 3 | SNPS |
Synopsys Inc
|
3,879 | $1,730,305 | |
| 4 | ORCL |
Oracle Corp
|
5,006 | $733,629 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,736 | $592,010 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,396 | $283,231 | |
| 7 | VRSN |
Verisign Inc/Ca
|
877 | $220,618 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
1,420 | $218,140 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,140 | 1,420 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||