Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$567,116
+$363,670 QoQ
Shares Held
1,663
+31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,991
of 2,893 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. PANW ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,298 | $13,539,879 | |
| 2 | ORCL |
Oracle Corp
|
16,549 | $2,425,255 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,898 | $1,388,139 | |
| 4 | NTAP |
NetApp, Inc.
|
8,288 | $1,282,650 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,500 | $1,240,102 | |
| 6 | SNPS |
Synopsys Inc
|
1,496 | $667,320 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
1,663 | $567,116 | |
| 8 | AKAM |
Akamai Technologies Inc
|
4,566 | $539,746 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,116 | 1,663 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $203,446 | 1,269 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $345,543 | 1,697 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $313,099 | 1,530 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $232,241 | 1,361 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $212,529 | 1,168 | Shares | Defined | 2025-02-07 | |
| 2023-03-31 | $384,898 | 1,927 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $239,297 | 1,461 | Shares | Defined | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||