Legacy Wealth Management, LLC / MS

Position in FTNT — Fortinet, Inc.

CIK 2047443 RIDGELAND, MS

Position in FTNT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$312,616

New position

Shares Held

2,035

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,134

of 1,560 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Legacy Wealth Management, LLC / MS holds $27,827,405 across 5 Software - Infrastructure names. FTNT ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,058	$16,807,535
2	PANW	Palo Alto Networks Inc	30,221	$10,305,965
3	FTNT	Fortinet, Inc. This page	2,035	$312,616
4	ORCL	Oracle Corp	2,073	$303,798
5	CRWD	CrowdStrike Holdings, Inc.	2,044	$97,491

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,616	2,035	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.