Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,215,054
+$649,125 QoQ
Shares Held
3,563
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,608
of 2,892 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2024CallValue
$273,440
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. PANW ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,054 | 3,563 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $565,929 | 3,530 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $59,815 | 175 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $273,440 | 800 | Call | Sole | 2024-10-30 | |
| 2023-12-31 | $12,679 | 43 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,080 | 43 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,986 | 43 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,588 | 43 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,162 | 37 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,879 | 42 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,915 | 14 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,490 | 4 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,897 | 7 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,915 | 4 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||