Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,344,806
+$2,429,067 QoQ
Shares Held
15,673
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#960
of 2,893 holders
Holding Since
Mar 2021
13 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, 2026WealthShield Partners, LLC holds $23,909,006 across 6 Software - Infrastructure names. PANW ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,078 | $10,846,675 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
37,000 | $7,059,045 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
15,673 | $5,344,806 | |
| 4 | ORCL |
Oracle Corp
|
1,636 | $239,755 | |
| 5 | SNPS |
Synopsys Inc
|
487 | $217,236 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,727 | $201,489 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,344,806 | 15,673 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,915,739 | 18,187 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,062,877 | 16,628 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,997,286 | 14,720 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,883,786 | 14,092 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,321,628 | 25,326 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,141,591 | 22,761 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,995,300 | 11,689 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,689,784 | 10,884 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,084,799 | 10,857 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,033,135 | 10,286 | Shares | Sole | 2024-01-23 | |
| 2021-06-30 | $27,086 | 73 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $23,510 | 73 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||