Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,236,021
+$2,918,115 QoQ
Shares Held
15,354
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#973
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. PANW ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
71,580 | $26,700,771 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
15,354 | $5,236,021 | |
| 3 | ORCL |
Oracle Corp
|
18,292 | $2,680,692 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,468 | $260,803 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,236,021 | 15,354 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,317,906 | 14,458 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $859,661 | 4,667 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $934,615 | 4,590 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $864,808 | 4,226 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $747,061 | 4,378 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $757,317 | 4,162 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $664,801 | 1,945 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $664,459 | 1,960 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $482,736 | 1,699 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,012,617 | 3,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $746,456 | 3,184 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $673,013 | 2,634 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $526,115 | 2,634 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $371,734 | 2,664 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $444,198 | 2,712 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $321,554 | 651 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,000,373 | 1,607 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $841,820 | 1,512 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||