ProVise Management Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1305707 CLEARWATER, FL

Position in PANW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$464,128

+$245,612 QoQ

Shares Held

1,361

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,110

of 2,893 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ProVise Management Group, LLC holds $50,234,767 across 7 Software - Infrastructure names. PANW ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	97,541	$36,384,743
2	ORCL	Oracle Corp	82,184	$12,044,065
3	PANW	Palo Alto Networks Inc This page	1,361	$464,128
4	CRWD	CrowdStrike Holdings, Inc.	2,340	$446,436
5	PLTR	Palantir Technologies Inc.	3,440	$401,344
6	FTNT	Fortinet, Inc.	1,911	$293,567
7	AKAM	Akamai Technologies Inc	1,696	$200,484

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,128	1,361	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$218,516	1,363	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$250,696	1,361	0.0%	Shares	Sole	2026-01-29
2025-09-30	$277,126	1,361	0.0%	Shares	Sole	2025-11-13
2025-06-30	$278,515	1,361	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$232,070	1,360	-13.7%	Shares	Sole	2025-05-08
2024-12-31	$286,768	1,576	+100.0%	Shares	Sole	2025-02-11
2024-09-30	$269,338	788	0.0%	Shares	Sole	2024-11-12
2024-06-30	$267,139	788	-11.6%	Shares	Sole	2024-08-12
2024-03-31	$253,159	891	-6.0%	Shares	Sole	2024-05-09
2023-12-31	$279,546	948	0.0%	Shares	Sole	2024-02-09
2023-09-30	$222,249	948	0.0%	Shares	Sole	2023-11-08
2023-06-30	$242,223	948	-50.3%	Shares	Sole	2023-08-24
2022-09-30	$312,511	1,908	+200.0%	Shares	Sole	2022-11-09
2022-06-30	$314,145	636	+22.3%	Shares	Sole	2022-08-08
2022-03-31	$323,705	520	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.