Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,521,972
+$490,474 QoQ
Shares Held
4,463
-30.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,508
of 2,893 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. PANW ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,521,972 | 4,463 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,031,498 | 6,434 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,128,225 | 6,125 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,193,213 | 5,860 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,152,941 | 5,634 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $811,222 | 4,754 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $862,126 | 4,738 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $832,624 | 2,436 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $582,758 | 1,719 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $482,736 | 1,699 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $456,179 | 1,547 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $19,224 | 82 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,264 | 48 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,587 | 48 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||