MONETA GROUP INVESTMENT ADVISORS LLC
Position in PANW — Palo Alto Networks Inc
CIK 1120927
ST LOUIS, MO
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,102,541
+$12,492,929 QoQ
Shares Held
41,354
+311.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#609
of 2,905 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $133,776,882 across 16 Software - Infrastructure names. PANW ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,334 | $74,355,568 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
135,552 | $25,861,288 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
41,354 | $14,102,541 | |
| 4 | ORCL |
Oracle Corp
|
45,665 | $6,692,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
51,443 | $6,001,854 | |
| 6 | FTNT |
Fortinet, Inc.
|
12,443 | $1,911,493 | |
| 7 | RBRK |
Rubrik, Inc.
|
15,832 | $1,270,992 | |
| 8 | NET |
Cloudflare, Inc.
|
4,564 | $1,119,457 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,102,541 | 41,354 | Shares | Sole | 2026-08-14 | |
| 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 | $1,561,684 | 4,569 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,351,293 | 3,986 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $886,769 | 3,121 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $577,080 | 1,957 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $454,110 | 1,937 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $345,960 | 1,354 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $260,660 | 1,305 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $206,960 | 419 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $224,726 | 361 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $228,271 | 410 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||