Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,611,389
+$22,215,311 QoQ
Shares Held
119,088
+3.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#352
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026Advisors Asset Management, Inc. holds $225,074,124 across 52 Software - Infrastructure names. PANW ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
277,185 | $103,395,548 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
119,088 | $40,611,389 | |
| 3 | ORCL |
Oracle Corp
|
94,883 | $13,905,103 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
109,024 | $12,719,830 | |
| 5 | XYZ |
Block, Inc.
|
147,959 | $11,244,884 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
58,440 | $11,149,475 | |
| 7 | AKAM |
Akamai Technologies Inc
|
37,663 | $4,452,143 | |
| 8 | NTAP |
NetApp, Inc.
|
28,173 | $4,360,053 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,611,389 | 119,088 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,396,078 | 114,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,226,405 | 98,949 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $19,537,746 | 95,952 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,108,055 | 93,374 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,352,480 | 89,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,307,437 | 89,621 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $15,529,683 | 45,435 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $17,394,942 | 51,311 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $15,377,683 | 54,122 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,459,844 | 59,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,479,127 | 57,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,685,437 | 57,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,582,722 | 57,989 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,585,198 | 61,525 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,525,738 | 70,369 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,066,683 | 26,454 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $17,880,360 | 28,723 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $17,776,226 | 31,928 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,777,925 | 35,027 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,976,718 | 37,668 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $13,457,285 | 41,785 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $15,468,713 | 43,526 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,508,839 | 42,937 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,566,665 | 41,654 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,487,413 | 39,567 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||