Position in FTNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$598,964
+$260,644 QoQ
Shares Held
3,899
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#942
of 1,560 holders
Holding Since
Mar 2021
19 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. FTNT ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
3,899 | $598,964 |
All Filings in FTNT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,964 | 3,899 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $338,320 | 4,140 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $299,772 | 3,775 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $320,933 | 3,817 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $391,586 | 3,704 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $368,675 | 3,830 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $301,824 | 3,892 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $226,374 | 3,756 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $290,044 | 4,246 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $271,052 | 4,631 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $264,998 | 4,516 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $401,760 | 5,315 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $287,771 | 4,330 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $274,391 | 5,585 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $288,558 | 5,100 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $323,627 | 947 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $340,351 | 947 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $276,561 | 947 | Shares | Sole | 2021-10-18 | |
| 2021-03-31 | $174,645 | 947 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||