Private Wealth Partners, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1335851 MILL VALLEY, CA

Position in PANW

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

Position Value

$3,922,412

+$2,109,674 QoQ

Shares Held

11,502

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,069

of 2,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Private Wealth Partners, LLC holds $94,854,023 across 4 Software - Infrastructure names. PANW ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	187,537	$69,955,051
2	FTNT	Fortinet, Inc.	90,000	$13,825,800
3	ORCL	Oracle Corp	48,794	$7,150,760
4	PANW	Palo Alto Networks Inc This page	11,502	$3,922,412

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,922,412	11,502	+1.7%	Shares	Sole	2026-08-03
2026-03-31	$1,812,738	11,307	+108.7%	Shares	Sole	2026-04-28
2025-12-31	$997,995	5,418	-9.4%	Shares	Sole	2026-01-27
2025-09-30	$1,218,054	5,982	+9.7%	Shares	Sole	2025-11-04
2025-06-30	$1,115,901	5,453	+15.9%	Shares	Sole	2025-08-01
2025-03-31	$802,519	4,703	+2.0%	Shares	Sole	2025-04-22
2024-12-31	$839,199	4,612	+148.5%	Shares	Sole	2025-02-03
2024-09-30	$634,380	1,856	+12.1%	Shares	Sole	2024-10-29
2024-06-30	$561,400	1,656	+47.1%	Shares	Sole	2024-08-08
2024-03-31	$319,930	1,126	+10.1%	Shares	Sole	2024-05-09
2023-12-31	$301,662	1,023	0.0%	Shares	Sole	2024-02-02
2023-09-30	$239,832	1,023	0.0%	Shares	Sole	2023-11-07
2023-06-30	$261,386	1,023	-13.9%	Shares	Sole	2023-08-03
2023-03-31	$237,291	1,188	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.