Wealthcare Advisory Partners LLC
Position in PANW — Palo Alto Networks Inc
CIK 1683059
WEST CHESTER, PA
Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,296,722
+$2,777,454 QoQ
Shares Held
15,532
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#53
of 259 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. PANW ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,423 | $372,221 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,296,722 | 15,532 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,519,268 | 15,714 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,822,128 | 15,321 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,166,901 | 15,553 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,070,009 | 15,002 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,775,630 | 16,266 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,985,963 | 16,410 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,343,103 | 7,859 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,367,566 | 8,068 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $784,198 | 5,520 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $424,922 | 2,882 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $316,962 | 2,704 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $343,916 | 2,692 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $223,708 | 2,240 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $137,446 | 1,970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $164,608 | 2,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,524 | 553 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,705 | 508 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $44,911 | 484 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $51,885 | 839 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,907 | 818 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $5,219 | 191 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||