Position in FTNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$378,366
+$179,215 QoQ
Shares Held
2,463
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,052
of 1,557 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. FTNT ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in FTNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,366 | 2,463 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $199,151 | 2,437 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $195,030 | 2,456 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $199,017 | 2,367 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $253,199 | 2,395 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $230,446 | 2,394 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $225,901 | 2,391 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $185,422 | 2,391 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $122,769 | 2,037 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $149,393 | 2,187 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $128,005 | 2,187 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $133,027 | 2,267 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $163,803 | 2,167 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $147,009 | 2,212 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $112,202 | 2,295 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $75,905 | 1,545 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $87,416 | 1,545 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $102,522 | 300 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $87,612 | 300 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $71,457 | 300 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $55,326 | 300 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $44,559 | 300 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $35,343 | 300 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $41,181 | 300 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||