Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,245,957
+$1,188,166 QoQ
Shares Held
6,586
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,324
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, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. PANW ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,912 | $186,587 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,957 | 6,586 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,057,791 | 6,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,285,347 | 6,978 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,446,109 | 7,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,471,566 | 7,191 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,272,803 | 7,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,353,236 | 7,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,271,837 | 3,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,260,439 | 3,718 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,059,520 | 3,729 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,031,785 | 3,499 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $817,961 | 3,489 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $884,831 | 3,463 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $747,027 | 3,740 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $503,320 | 3,607 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $675,142 | 4,122 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $678,673 | 1,374 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $849,103 | 1,364 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $759,420 | 1,364 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $655,271 | 1,368 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $507,596 | 1,368 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $440,578 | 1,368 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $486,173 | 1,368 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $383,768 | 1,568 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $360,122 | 1,568 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $253,154 | 1,544 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||