Bay Harbor Wealth Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1767989 Hunt Valley, MD

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$26,599

+$14,255 QoQ

Shares Held

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,800

of 2,892 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $1,024,750 across 35 Software - Infrastructure names. PANW ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,793	$668,824
2	ORCL	Oracle Corp	835	$122,369
3	PLTR	Palantir Technologies Inc.	916	$106,869
4	PANW	Palo Alto Networks Inc This page	78	$26,599
5	FTNT	Fortinet, Inc.	95	$14,593
6	CRWD	CrowdStrike Holdings, Inc.	68	$12,973
7	SNPS	Synopsys Inc	19	$8,475
8	NET	Cloudflare, Inc.	29	$7,113

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,599	78	+1.3%	Shares	Other	2026-07-28
2026-03-31	$12,344	77	+22.2%	Shares	Other	2026-04-14
2025-12-31	$11,604	63	+21.2%	Shares	Other	2026-02-02
2025-09-30	$10,588	52	+2.0%	Shares	Other	2025-10-09
2025-06-30	$10,436	51	+24.4%	Shares	Sole	2025-07-22
2025-03-31	$6,996	41	+13.9%	Shares	Sole	2025-05-12
2024-12-31	$6,550	36	+100.0%	Shares	Sole	2025-01-27
2024-09-30	$6,152	18	0.0%	Shares	Sole	2024-10-24
2024-06-30	$6,102	18	0.0%	Shares	Sole	2024-07-24
2024-03-31	$5,114	18	-90.2%	Shares	Sole	2024-04-22
2023-12-31	$54,257	184	—	Shares	Other	2024-01-26
No filing history on record for this holder in this stock.