SAX WEALTH ADVISORS, LLC

Position in FTNT — Fortinet, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in FTNT

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$437,283

-$345 QoQ

Shares Held

5,351

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	42,120	$15,711,602
2	PANW	Palo Alto Networks Inc	8,543	$2,913,333
3	ORCL	Oracle Corp	11,936	$1,749,220
4	PLTR	Palantir Technologies Inc.	9,194	$1,072,663
5	CRWD	CrowdStrike Holdings, Inc.	11,216	$534,961

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$437,283	5,351	-2.9%	Shares	Sole	2026-04-08
2025-12-31	$437,628	5,511	-7.3%	Shares	Sole	2026-01-12
2025-09-30	$500,023	5,947	-2.2%	Shares	Sole	2025-10-20
2025-06-30	$642,671	6,079	+123.7%	Shares	Sole	2025-07-23
2024-12-31	$256,702	2,717	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.