Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$22,206,881
+$5,143,383 QoQ
Shares Held
65,119
-38.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#487
of 2,891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Asset Strategies, Inc. holds $75,847,714 across 6 Software - Infrastructure names. PANW ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,692 | $48,750,729 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
65,119 | $22,206,881 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,843 | $2,126,561 | |
| 4 | ORCL |
Oracle Corp
|
6,872 | $1,007,091 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,542 | $879,925 | |
| 6 | SNPS |
Synopsys Inc
|
1,965 | $876,527 |
All Filings in PANW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,206,881 | 65,119 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,063,498 | 106,434 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,892,819 | 97,138 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,520,234 | 95,866 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,437,935 | 94,986 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,187,081 | 94,861 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,777,621 | 92,205 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $15,509,175 | 45,375 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,967,630 | 44,151 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $12,169,003 | 42,829 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,926,221 | 67,574 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $16,353,127 | 69,754 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,170,082 | 71,113 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $17,280,905 | 86,517 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $12,778,933 | 91,579 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $15,339,424 | 93,653 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $15,594,667 | 31,572 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,829,191 | 33,460 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $22,077,753 | 39,654 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $20,370,903 | 42,528 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $16,503,941 | 44,479 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $14,510,744 | 45,056 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,919,416 | 47,608 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $11,448,924 | 46,778 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,907,707 | 47,493 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $7,693,668 | 46,924 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||