GREAT VALLEY ADVISOR GROUP, INC.
Position in PANW — Palo Alto Networks Inc
CIK 1769897
WILMINGTON, DE
Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,206,222
+$3,129,842 QoQ
Shares Held
18,199
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#895
of 2,893 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $91,109,247 across 14 Software - Infrastructure names. PANW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
167,115 | $62,337,237 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
54,864 | $10,467,228 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
18,199 | $6,206,222 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,915 | $4,656,883 | |
| 5 | ORCL |
Oracle Corp
|
27,303 | $4,001,254 | |
| 6 | FTNT |
Fortinet, Inc.
|
5,644 | $867,031 | |
| 7 | XYZ |
Block, Inc.
|
9,733 | $739,708 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,933 | $590,570 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,206,222 | 18,199 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,076,380 | 19,189 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,296,140 | 34,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,574,867 | 37,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,454,216 | 36,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,291,297 | 60,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,319,834 | 34,732 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $6,218,709 | 18,194 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,012,342 | 17,735 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,845,268 | 17,053 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,488,073 | 15,220 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,801,210 | 16,214 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $771,384 | 3,019 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $614,599 | 3,077 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $468,435 | 3,357 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $543,455 | 3,318 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $515,673 | 1,044 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $225,971 | 363 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||