Position in FTNT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$910,659
+$327,914 QoQ
Shares Held
5,928
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#810
of 1,554 holders
Holding Since
Mar 2024
9 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, 2026Unique Wealth Strategies, LLC holds $9,677,616 across 9 Software - Infrastructure names. FTNT ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,138 | $4,154,696 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
5,928 | $910,659 | |
| 3 | ORCL |
Oracle Corp
|
5,853 | $857,757 | |
| 4 | ATEN |
A10 Networks, Inc.
|
21,365 | $798,196 | |
| 5 | RELY |
Remitly Global, Inc.
|
31,990 | $716,895 | |
| 6 | TDC |
Teradata Corp /De/
|
19,188 | $664,864 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
16,931 | $637,282 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,628 | $608,258 |
All Filings in FTNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,659 | 5,928 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $582,745 | 7,131 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $587,951 | 7,404 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $464,037 | 5,519 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $552,724 | 5,742 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $578,217 | 6,120 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $482,438 | 6,221 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $388,741 | 6,450 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $440,599 | 6,450 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||