Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,623,278
+$7,841,422 QoQ
Shares Held
42,881
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#599
of 2,893 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, 2026Ascent Wealth Partners, LLC holds $53,540,384 across 6 Software - Infrastructure names. PANW ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,904 | $22,718,410 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
42,881 | $14,623,278 | |
| 3 | ORCL |
Oracle Corp
|
40,739 | $5,970,300 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
28,948 | $5,522,844 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,646 | $4,392,158 | |
| 6 | MDB |
MongoDB, Inc.
|
933 | $313,394 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,623,278 | 42,881 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,781,856 | 42,302 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,447,206 | 40,430 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,125,048 | 39,903 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,119,092 | 39,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,730,041 | 39,440 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,458,280 | 51,980 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,915,511 | 26,084 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,802,733 | 25,966 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,152,972 | 25,175 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,319,511 | 24,822 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,690,093 | 24,271 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,231,377 | 24,388 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,721,853 | 23,640 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,250,723 | 23,296 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,732,937 | 22,791 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,781,603 | 7,656 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,641,436 | 7,456 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,126,703 | 7,412 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,489,034 | 7,284 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,705,698 | 7,292 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,429,622 | 7,544 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,694,568 | 7,582 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,942,582 | 7,937 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,800,381 | 7,839 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,256,590 | 7,664 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||