Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,979,233
+$2,626,858 QoQ
Shares Held
14,601
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#995
of 2,893 holders
Holding Since
Dec 2022
10 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, 2026Clearstead Trust, LLC holds $28,084,706 across 24 Software - Infrastructure names. PANW ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
59,890 | $22,340,167 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
14,601 | $4,979,233 | |
| 3 | ORCL |
Oracle Corp
|
1,367 | $200,333 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
956 | $182,390 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,337 | $155,987 | |
| 6 | FTNT |
Fortinet, Inc.
|
535 | $82,186 | |
| 7 | CRWV |
CoreWeave, Inc.
|
472 | $46,982 | |
| 8 | NET |
Cloudflare, Inc.
|
90 | $22,075 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,979,233 | 14,601 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,352,375 | 14,673 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,775,341 | 15,067 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,163,440 | 15,536 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,550,019 | 12,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,050,410 | 12,016 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,255,576 | 12,396 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,140,693 | 6,263 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,061,519 | 6,081 | Shares | Sole | 2024-08-09 | |
| 2022-12-31 | $68,793 | 493 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||