Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,461,545
-$1,289,363 QoQ
Shares Held
27,829
-10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 9.759603291530418.ToString("F0")%
Shared 0.ToString("F0")%
None 90.24039670846959.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $73,599,443 across 14 Software - Infrastructure names. PANW ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,964 | $51,070,133 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,928 | $8,766,267 | |
| 3 | ORCL |
Oracle Corp
|
40,141 | $5,905,142 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
27,829 | $4,461,545 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
13,421 | $1,309,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,171 | $633,007 | |
| 7 | TOST |
Toast, Inc.
|
16,255 | $430,920 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,264 | $313,927 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,461,545 | 27,829 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,750,908 | 31,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,233,622 | 30,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,802,157 | 28,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,764,098 | 27,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,152,327 | 22,820 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,441,477 | 14,286 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,019,482 | 11,914 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,482,732 | 10,437 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $967,058 | 6,559 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $759,351 | 6,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $796,552 | 6,235 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $630,978 | 6,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $428,248 | 6,138 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $409,147 | 4,996 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $98,540 | 1,197 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $109,043 | 1,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $82,586 | 890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $68,337 | 856 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $79,713 | 1,289 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $68,491 | 1,276 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $68,945 | 1,164 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $61,269 | 1,502 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||