Position in FTNT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$799,708
+$375,502 QoQ
Shares Held
9,786
+83.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $51,426,491 across 16 Software - Infrastructure names. FTNT ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,475 | $39,413,845 | |
| 2 | ORCL |
Oracle Corp
|
18,457 | $2,715,206 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,289 | $2,675,312 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,791 | $1,730,011 | |
| 5 | CPAY |
Corpay, Inc.
|
2,974 | $865,400 | |
| 6 | CRWV |
CoreWeave, Inc.
|
10,561 | $818,160 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
9,786 | $799,708 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,552 | $444,281 |
All Filings in FTNT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $799,708 | 9,786 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $424,206 | 5,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $367,427 | 4,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $503,013 | 4,758 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $424,985 | 4,415 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $378,768 | 4,009 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $309,345 | 3,989 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,937 | 3,699 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,094 | 3,222 | Shares | Other | 2024-05-13 | |
| 2023-06-30 | $250,732 | 3,317 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $273,349 | 4,113 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $227,257 | 665 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $235,407 | 655 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||