Position in FTNT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,089,165
+$471,281 QoQ
Shares Held
7,090
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#769
of 1,560 holders
Holding Since
Dec 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, 2026Thrive Wealth Management, LLC holds $12,148,426 across 7 Software - Infrastructure names. FTNT ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,809 | $7,389,153 | |
| 2 | ORCL |
Oracle Corp
|
12,220 | $1,790,841 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
7,090 | $1,089,165 | |
| 4 | VRSN |
Verisign Inc/Ca
|
3,114 | $783,357 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,824 | $562,816 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,354 | $461,741 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,496 | $71,353 |
All Filings in FTNT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,165 | 7,090 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $617,884 | 7,561 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $594,701 | 7,489 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $628,077 | 7,470 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $955,180 | 9,035 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $917,550 | 9,532 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $992,984 | 10,510 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $810,242 | 10,448 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $780,375 | 12,948 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $891,923 | 13,057 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $757,085 | 12,935 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $761,783 | 12,982 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $981,309 | 12,982 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $874,746 | 13,162 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $685,926 | 14,030 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $693,715 | 14,120 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $798,909 | 14,120 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $965,073 | 2,824 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,014,945 | 2,824 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||