Position in FTNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$319,222
+$149,408 QoQ
Shares Held
2,078
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,125
of 1,560 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $7,441,696 across 9 Software - Infrastructure names. FTNT ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,188 | $4,919,387 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,295 | $782,640 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,752 | $715,825 | |
| 4 | ORCL |
Oracle Corp
|
3,901 | $571,691 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
2,078 | $319,222 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
555 | $72,943 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
423 | $49,351 | |
| 8 | SNPS |
Synopsys Inc
|
12 | $5,352 |
All Filings in FTNT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,222 | 2,078 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $169,814 | 2,078 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $165,013 | 2,078 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $174,718 | 2,078 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $224,655 | 2,125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,626 | 100 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||