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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1463217 IRVING, TX
Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$32,563,317
+$16,314,725 QoQ
Shares Held
95,488
-5.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. PANW ranks #3 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 779,208 $290,660,168
2 ORCL
Oracle Corp
 222,959 $32,674,641
3 PANW
Palo Alto Networks Inc
This page 		95,488 $32,563,317
4 FFIV
F5, Inc.
 47,670 $19,828,813
5 CRWD
CrowdStrike Holdings, Inc.
 74,184 $14,153,194
6 PLTR
Palantir Technologies Inc.
 70,548 $8,230,835
7 FTNT
Fortinet, Inc.
 21,470 $3,298,221
8 NET
Cloudflare, Inc.
 13,130 $3,220,526

All Filings in PANW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,563,317 95,488
2026-03-31 $16,248,592 101,351
2025-12-31 $17,920,633 97,289
2025-09-30 $17,505,007 85,969
2025-06-30 $8,258,656 40,357
2025-03-31 $6,836,350 40,063
2024-12-31 $8,091,761 44,470
2024-09-30 $7,678,195 22,464
2024-06-30 $7,280,578 21,476
2024-03-31 $6,658,586 23,435
2023-12-31 $6,427,794 21,798
2023-09-30 $734,031 3,131
2023-06-30 $977,581 3,826
2023-03-31 $867,071 4,341
2022-12-31 $1,114,226 7,985
2022-09-30 $1,326,207 8,097
2022-06-30 $1,307,952 2,648
2022-03-31 $1,765,438 2,836
2021-12-31 $2,897,377 5,204
2021-09-30 $2,308,300 4,819
2021-06-30 $1,762,117 4,749
2021-03-31 $1,536,227 4,770
2020-12-31 $1,787,968 5,031
2020-09-30 $1,014,734 4,146
2020-06-30 $478,172 2,082
2020-03-31 $255,613 1,559