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OneAscent Wealth Management LLC

Position in FTNT — Fortinet, Inc.

CIK 1844707 BIRMINGHAM, AL

Position in FTNT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$452,257
+$232,022 QoQ
Shares Held
2,944
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,017
of 1,560 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FTNT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $2,033,292 across 3 Software - Infrastructure names. FTNT ranks #2 (22.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FTNT
Fortinet, Inc.
This page
2,944 $452,257

All Filings in FTNT

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $452,257 2,944
2026-03-31 $220,235 2,695
2025-12-31 $212,977 2,682
2025-09-30 $233,910 2,782
2025-06-30 $478,065 4,522
2025-03-31 $418,538 4,348
2024-12-31 $373,762 3,956
2023-06-30 $365,780 4,839