Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,738,518
+$906,781 QoQ
Shares Held
5,098
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,443
of 2,891 holders
Holding Since
Jun 2023
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, 2026Advisor OS, LLC holds $20,162,127 across 10 Software - Infrastructure names. PANW ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,002 | $13,802,483 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
5,098 | $1,738,518 | |
| 3 | ORCL |
Oracle Corp
|
8,323 | $1,219,731 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,988 | $1,142,418 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,499 | $874,905 | |
| 6 | SNPS |
Synopsys Inc
|
807 | $359,975 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,094 | $307,975 | |
| 8 | NET |
Cloudflare, Inc.
|
1,179 | $289,184 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,518 | 5,098 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $831,737 | 5,188 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $728,877 | 3,957 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $875,971 | 4,302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $775,174 | 3,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $670,101 | 3,927 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $707,277 | 3,887 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $757,767 | 2,217 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $767,856 | 2,265 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,360,412 | 4,788 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,518,630 | 5,150 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,064,590 | 4,541 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $277,482 | 1,086 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||