Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,031,156
+$5,396,665 QoQ
Shares Held
35,280
-14.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#647
of 2,892 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, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. PANW ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,031,156 | 35,280 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $6,634,491 | 41,383 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,171,618 | 38,934 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $8,045,617 | 39,513 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,401,323 | 31,281 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,635,416 | 27,165 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,238,017 | 23,291 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,591,969 | 10,509 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,065,435 | 38,540 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $537,854 | 1,893 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,514,769 | 39,049 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,898,389 | 20,894 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,652,070 | 18,207 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,215,015 | 16,096 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,126,254 | 22,404 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,375,220 | 20,607 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,472,662 | 5,006 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,681,773 | 4,308 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,955,340 | 3,512 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,319,796 | 4,843 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $939,499 | 2,532 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $809,659 | 2,514 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,610,983 | 4,533 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,846,640 | 7,545 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $529,618 | 2,306 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $340,873 | 2,079 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||