Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,152,823
+$16,669,895 QoQ
Shares Held
76,690
+29.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#447
of 2,893 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $330,592,319 across 107 Software - Infrastructure names. PANW ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
504,593 | $188,223,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
241,381 | $28,161,921 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
76,690 | $26,152,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
130,608 | $24,918,047 | |
| 5 | ORCL |
Oracle Corp
|
109,774 | $16,087,379 | |
| 6 | IOT |
Samsara Inc.
|
223,780 | $7,257,185 | |
| 7 | FTNT |
Fortinet, Inc.
|
42,502 | $6,529,157 | |
| 8 | SNPS |
Synopsys Inc
|
6,924 | $3,088,588 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,152,823 | 76,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,482,928 | 59,150 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,168,283 | 28,058 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,133,419 | 35,033 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,636,065 | 32,428 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,487,441 | 32,158 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,853,289 | 32,168 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,377,197 | 15,732 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,201,091 | 15,342 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,851,382 | 13,555 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,914,237 | 13,274 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,799,682 | 11,942 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,147,372 | 12,318 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,012,779 | 10,077 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $876,450 | 6,281 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $972,257 | 5,936 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $314,639 | 637 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $380,353 | 611 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $327,374 | 588 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $292,189 | 610 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||