Waldron Private Wealth LLC

Position in PANW — Palo Alto Networks Inc

CIK 1598180 BRIDGEVILLE, PA

Position in PANW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,383,459

+$6,577,952 QoQ

Shares Held

36,313

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#640

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waldron Private Wealth LLC holds $39,642,490 across 9 Software - Infrastructure names. PANW ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	59,763	$22,292,794
2	PANW	Palo Alto Networks Inc This page	36,313	$12,383,459
3	ORCL	Oracle Corp	8,194	$1,200,830
4	RBRK	Rubrik, Inc.	14,041	$1,127,211
5	PLTR	Palantir Technologies Inc.	8,670	$1,011,528
6	FTNT	Fortinet, Inc.	3,835	$589,132
7	FFIV	F5, Inc.	1,205	$501,231
8	OKTA	Okta, Inc.	3,404	$464,475

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,383,459	36,313	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$5,805,507	36,212	-0.1%	Shares	Sole	2026-04-10
2025-12-31	$6,675,592	36,241	+5.4%	Shares	Sole	2026-01-14
2025-09-30	$7,004,324	34,399	+0.9%	Shares	Sole	2025-10-30
2025-06-30	$6,978,019	34,099	-1.7%	Shares	Sole	2025-07-31
2025-03-31	$5,919,160	34,688	-4.2%	Shares	Sole	2025-05-08
2024-12-31	$6,590,954	36,222	+100.6%	Shares	Sole	2025-01-24
2024-09-30	$6,172,906	18,060	+1.5%	Shares	Sole	2024-10-21
2024-06-30	$6,029,970	17,787	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$5,040,750	17,741	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$5,217,311	17,693	+0.8%	Shares	Sole	2024-08-29
2023-09-30	$4,117,000	17,561	+0.5%	Shares	Sole	2024-08-29
2023-06-30	$4,466,825	17,482	-0.1%	Shares	Sole	2024-08-29
2023-03-31	$3,494,850	17,497	+0.4%	Shares	Sole	2024-08-29
2022-12-31	$2,855	17,434	0.0%	Shares	Sole	2023-02-08
2022-09-30	$2,855,514	17,434	+200.9%	Shares	Sole	2022-11-14
2022-06-30	$2,861,887	5,794	+1.0%	Shares	Sole	2022-08-03
2022-03-31	$3,569,473	5,734	+0.7%	Shares	Sole	2022-05-04
2021-12-31	$3,171,303	5,696	-3.3%	Shares	Sole	2022-02-02
2021-09-30	$2,820,829	5,889	-1.2%	Shares	Sole	2021-11-02
2021-06-30	$2,211,459	5,960	-0.1%	Shares	Sole	2021-08-06
2021-03-31	$1,922,055	5,968	-1.2%	Shares	Sole	2021-05-11
2020-12-31	$2,146,556	6,040	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,476,333	6,032	0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,385,368	6,032	+0.0%	Shares	Sole	2020-08-11
2020-03-31	$988,680	6,030	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.