Institute for Wealth Management, LLC.
Position in PANW — Palo Alto Networks Inc
CIK 1533954
DENVER, CO
Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,630,028
+$2,450,318 QoQ
Shares Held
13,577
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#337
of 1,226 holders
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, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. PANW ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,630,028 | 13,577 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,179,710 | 13,596 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,505,856 | 13,604 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,878,575 | 14,137 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,949,885 | 14,415 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,602,771 | 15,253 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,818,742 | 15,491 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,700,220 | 7,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,679,535 | 7,904 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,320,773 | 8,168 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,309,795 | 7,833 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,883,725 | 8,035 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,059,410 | 8,060 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,609,504 | 8,058 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,129,018 | 8,091 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,417,766 | 8,656 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,399,825 | 2,834 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,766,061 | 2,837 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,639,100 | 2,944 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,414,486 | 2,953 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,057,122 | 2,849 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $921,092 | 2,860 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,024,945 | 2,884 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $712,712 | 2,912 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $666,731 | 2,903 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $484,174 | 2,953 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||