Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,194,549
+$572,415 QoQ
Shares Held
7,776
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#744
of 1,560 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. FTNT ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
|
1,000 | $76,000 |
All Filings in FTNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,549 | 7,776 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $622,134 | 7,613 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $624,083 | 7,859 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $651,788 | 7,752 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $716,781 | 6,780 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $671,894 | 6,980 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $633,204 | 6,702 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $489,960 | 6,318 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $310,028 | 5,144 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $381,784 | 5,589 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $276,144 | 4,718 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $258,368 | 4,403 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $314,605 | 4,162 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $280,594 | 4,222 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $208,075 | 4,256 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $206,247 | 4,198 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $236,674 | 4,183 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $2,440,706 | 7,142 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,589,476 | 7,205 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,011,862 | 6,889 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $277,491 | 1,165 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||