Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,148,802
+$4,915,866 QoQ
Shares Held
20,963
+50.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#848
of 2,904 holders
Holding Since
Mar 2020
23 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, 2026Circle Wealth Management, LLC holds $79,756,208 across 9 Software - Infrastructure names. PANW ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
108,470 | $40,461,479 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,968 | $13,730,414 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
20,963 | $7,148,802 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
54,200 | $6,323,514 | |
| 5 | NET |
Cloudflare, Inc.
|
13,023 | $3,194,281 | |
| 6 | TWLO |
Twilio Inc
|
13,909 | $2,869,843 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
16,196 | $2,543,257 | |
| 8 | ORCL |
Oracle Corp
|
17,121 | $2,509,082 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,148,802 | 20,963 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,232,936 | 13,928 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,063,776 | 11,204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,266,086 | 11,129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,277,438 | 11,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,911,679 | 11,203 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,023,031 | 11,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,923,650 | 5,628 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,166,872 | 3,442 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $752,660 | 2,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $783,791 | 2,658 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $737,313 | 3,145 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $640,052 | 2,505 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $491,560 | 2,461 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $343,407 | 2,461 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $398,501 | 2,433 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $396,633 | 803 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $494,895 | 795 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $442,624 | 795 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $2,059,486 | 5,795 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,418,327 | 5,795 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,320,601 | 5,750 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,106,731 | 6,750 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||