Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,516,174
+$785,596 QoQ
Shares Held
4,446
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,512
of 2,893 holders
Holding Since
Dec 2020
18 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, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. PANW ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,174 | 4,446 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $730,578 | 4,557 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $717,274 | 3,894 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $825,882 | 4,056 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $488,884 | 2,389 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $306,128 | 1,794 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $292,045 | 1,605 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $214,992 | 629 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $903,823 | 4,525 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $641,604 | 4,598 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $670,392 | 4,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $715,224 | 1,448 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $809,885 | 1,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $801,177 | 1,439 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $635,632 | 1,327 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $441,920 | 1,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $277,615 | 862 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $309,189 | 870 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||