MONETA GROUP INVESTMENT ADVISORS LLC
Position in PANW — Palo Alto Networks Inc
CIK 1120927
ST LOUIS, MO
Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,609,612
-$103,448 QoQ
Shares Held
10,040
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $90,301,692 across 13 Software - Infrastructure names. PANW ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
192,108 | $71,112,618 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
49,423 | $7,229,596 | |
| 3 | ORCL |
Oracle Corp
|
41,092 | $6,045,044 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
10,040 | $1,609,612 | |
| 5 | FTNT |
Fortinet, Inc.
|
12,436 | $1,016,269 | |
| 6 | NET |
Cloudflare, Inc.
|
4,523 | $933,275 | |
| 7 | SNPS |
Synopsys Inc
|
1,664 | $659,742 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
166,041 | $443,329 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,609,612 | 10,040 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,713,060 | 9,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,648,100 | 8,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,603,354 | 7,835 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,446,003 | 8,474 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,885,105 | 10,360 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $780,842 | 4,569 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $675,646 | 3,986 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $443,384 | 3,121 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $288,540 | 1,957 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $227,055 | 1,937 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $172,980 | 1,354 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $130,330 | 1,305 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $34,493 | 419 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,454 | 361 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $38,045 | 410 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||