Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,311,673
+$825,039 QoQ
Shares Held
15,048
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#602
of 1,560 holders
Holding Since
Sep 2024
5 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, 202644 WEALTH MANAGEMENT LLC holds $19,401,211 across 2 Software - Infrastructure names. FTNT ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,814 | $17,089,538 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
15,048 | $2,311,673 |
All Filings in FTNT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,311,673 | 15,048 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $1,486,634 | 14,062 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,366,025 | 14,191 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,343,411 | 14,219 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,163,637 | 15,005 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||