Strategic Wealth Partners, Ltd.

Position in PANW — Palo Alto Networks Inc

CIK 1720777 INDEPENDENCE, OH

Position in PANW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,373,922

+$1,323,514 QoQ

Shares Held

12,826

-32.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,039

of 2,904 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. PANW ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	122,138	$45,559,916
2	ORCL	Oracle Corp	135,920	$19,919,076
3	PANW	Palo Alto Networks Inc This page	12,826	$4,373,922
4	CPAY	Corpay, Inc.	12,483	$4,160,209
5	PLTR	Palantir Technologies Inc.	16,522	$1,927,621
6	CRWD	CrowdStrike Holdings, Inc.	5,140	$980,634
7	NTAP	NetApp, Inc.	1,011	$156,462
8	TWLO	Twilio Inc	225	$46,424

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,373,922	12,826	-32.6%	Shares	Sole	2026-08-12
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	$2,569,310	7,517	-4.3%	Shares	Sole	2024-10-08
2024-06-30	$2,662,923	7,855	-0.5%	Shares	Sole	2024-10-08
2024-03-31	$2,243,490	7,896	-21.9%	Shares	Sole	2024-05-20
2023-12-31	$2,983,006	10,116	+8.4%	Shares	Sole	2024-05-20
2023-09-30	$2,188,028	9,333	-2.3%	Shares	Sole	2024-05-20
2023-06-30	$2,440,376	9,551	—	Shares	Sole	2024-05-20
No filing history on record for this holder in this stock.