Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,816,389
+$4,354,844 QoQ
Shares Held
25,853
-7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#747
of 2,912 holders
Holding Since
Sep 2020
24 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, 2026IHT Wealth Management, LLC holds $86,035,595 across 13 Software - Infrastructure names. PANW ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
137,154 | $51,161,184 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,086 | $8,993,623 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
25,853 | $8,816,389 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
45,840 | $8,745,584 | |
| 5 | ORCL |
Oracle Corp
|
41,319 | $6,055,299 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,790 | $874,956 | |
| 7 | TOST |
Toast, Inc.
|
17,539 | $487,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,177 | $334,430 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,816,389 | 25,853 | Shares | Sole | 2026-08-14 | |
| 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 | $4,882,954 | 14,286 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,038,965 | 11,914 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,965,464 | 10,437 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,934,117 | 6,559 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,518,702 | 6,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,593,104 | 6,235 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,261,957 | 6,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $856,496 | 6,138 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $818,294 | 4,996 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $591,245 | 1,197 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $654,258 | 1,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $495,516 | 890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $410,023 | 856 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $478,283 | 1,289 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $410,948 | 1,276 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $413,674 | 1,164 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $367,614 | 1,502 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||