Plante Moran Financial Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1424717
SOUTHFIELD, MI
Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,824
+$154,757 QoQ
Shares Held
671
+45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,556
of 2,893 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. PANW ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,824 | 671 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $74,067 | 462 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $85,100 | 462 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $95,701 | 470 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $126,467 | 618 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $150,504 | 882 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $78,606 | 432 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $73,828 | 216 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $77,972 | 230 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $45,460 | 160 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,411 | 154 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $31,649 | 135 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $36,537 | 143 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $26,964 | 135 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $23,442 | 168 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,111 | 135 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,660 | 56 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $28,012 | 45 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $73,492 | 132 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $7,085 | 22 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $4,895 | 20 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||