Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,339,397
+$1,218,600 QoQ
Shares Held
6,860
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,305
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. PANW ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,339,397 | 6,860 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,120,797 | 6,991 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $837,189 | 4,545 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $827,715 | 4,065 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $768,627 | 3,756 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $379,332 | 2,223 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $391,032 | 2,149 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $357,181 | 1,045 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $375,962 | 1,109 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $241,510 | 850 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $238,557 | 809 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $175,830 | 750 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $170,169 | 666 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $145,610 | 729 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $8,930 | 64 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $15,232 | 93 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $67,175 | 136 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $106,449 | 171 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $97,989 | 176 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $86,219 | 180 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $67,160 | 181 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $54,106 | 168 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $60,060 | 169 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $37,202 | 152 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $33,072 | 144 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $39,678 | 242 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||