Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,631,098
+$892,023 QoQ
Shares Held
4,783
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,469
of 2,891 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 5%
Shared 1%
None 94%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $27,465,778 across 12 Software - Infrastructure names. PANW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,646 | $18,145,930 | |
| 2 | ORCL |
Oracle Corp
|
12,758 | $1,869,684 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
4,783 | $1,631,098 | |
| 4 | NTCT |
Netscout Systems Inc
|
31,644 | $1,378,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,840 | $1,031,362 | |
| 6 | FFIV |
F5, Inc.
|
2,283 | $949,636 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,412 | $650,958 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,745 | $623,635 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,098 | 4,783 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $739,075 | 4,610 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $977,549 | 5,307 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,012,195 | 4,971 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $964,672 | 4,714 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $812,928 | 4,764 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $948,193 | 5,211 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $872,957 | 2,554 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $868,882 | 2,563 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $685,321 | 2,412 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $693,557 | 2,352 | Shares | Other | 2024-02-13 | |
| 2023-03-31 | $7,190 | 36 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $185,309 | 1,328 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $509,878 | 3,113 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $489,988 | 992 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $585,782 | 941 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||