Strategic Wealth Partners, Ltd.

Position in PANW — Palo Alto Networks Inc

CIK 1720777 INDEPENDENCE, OH

Position in PANW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,050,408

+$1,492,076 QoQ

Shares Held

19,027

+124.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. PANW ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	113,597	$42,050,201
2	ORCL	Oracle Corp	114,381	$16,826,588
3	CPAY	Corpay, Inc.	12,603	$3,667,346
4	PANW	Palo Alto Networks Inc This page	19,027	$3,050,408
5	PLTR	Palantir Technologies Inc.	15,872	$2,321,756
6	CRWD	CrowdStrike Holdings, Inc.	1,331	$129,908
7	NTAP	NetApp, Inc.	1,011	$103,516
8	NN	Nextnav Inc.	2,353	$37,695

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,050,408	19,027	+124.9%	Shares	Sole	2026-05-12
2025-12-31	$1,558,332	8,460	+4.2%	Shares	Sole	2026-05-12
2025-09-30	$1,652,783	8,117	-38.2%	Shares	Sole	2025-11-14
2025-06-30	$2,687,741	13,134	+0.8%	Shares	Sole	2025-08-11
2024-12-31	$2,370,210	13,026	+73.3%	Shares	Sole	2025-02-14
2024-09-30	$1,284,655	7,517	-4.3%	Shares	Sole	2024-10-08
2024-06-30	$1,331,461	7,855	-0.5%	Shares	Sole	2024-10-08
2024-03-31	$1,121,745	7,896	-21.9%	Shares	Sole	2024-05-20
2023-12-31	$1,491,503	10,116	+8.4%	Shares	Sole	2024-05-20
2023-09-30	$1,094,014	9,333	-2.3%	Shares	Sole	2024-05-20
2023-06-30	$1,220,188	9,551	—	Shares	Sole	2024-05-20
No filing history on record for this holder in this stock.