Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,213,912
+$11,753,438 QoQ
Shares Held
68,072
-4.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#475
of 2,893 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. PANW ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,213,912 | 68,072 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $11,460,474 | 71,485 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $12,514,547 | 67,940 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $15,908,219 | 78,127 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $15,546,296 | 75,969 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $13,304,630 | 77,969 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $11,988,251 | 65,884 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $11,048,001 | 32,323 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $10,822,215 | 31,923 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $8,885,313 | 31,272 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $7,936,990 | 26,916 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,355,668 | 27,110 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,239,800 | 8,766 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,799,457 | 9,009 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,421,633 | 10,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,498,678 | 9,150 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,445,267 | 2,926 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,812,127 | 2,911 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,470,402 | 2,641 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $235,188 | 491 | Shares | Sole | 2021-11-03 | |
| 2020-06-30 | $246,895 | 1,075 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||