Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,688,342
+$1,899,096 QoQ
Shares Held
13,748
-21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,014
of 2,891 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, 2026CreativeOne Wealth, LLC holds $83,892,088 across 14 Software - Infrastructure names. PANW ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,195 | $58,263,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,728 | $5,451,754 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
13,748 | $4,688,342 | |
| 4 | ORCL |
Oracle Corp
|
26,072 | $3,820,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $3,296,764 | |
| 6 | NET |
Cloudflare, Inc.
|
10,647 | $2,611,495 | |
| 7 | TOST |
Toast, Inc.
|
60,565 | $1,684,917 | |
| 8 | SWMR |
Swarmer, Inc
|
20,837 | $923,287 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,688,342 | 13,748 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,789,246 | 17,398 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,000,823 | 21,720 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,704,435 | 23,104 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,596,493 | 27,348 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,260,880 | 24,970 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,579,516 | 19,672 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,428,937 | 10,032 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,195,168 | 9,425 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,696,108 | 9,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,234,662 | 4,187 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $880,555 | 3,756 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $551,135 | 2,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $821,930 | 4,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $257,869 | 1,848 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $281,063 | 1,716 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $284,509 | 576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $427,041 | 686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $321,250 | 577 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $285,962 | 597 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||