Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,020,625
+$1,982,157 QoQ
Shares Held
11,790
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,070
of 2,904 holders
Holding Since
Mar 2020
26 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $44,560,596 across 9 Software - Infrastructure names. PANW ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,653 | $15,910,422 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
66,876 | $12,758,937 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,062 | $6,424,083 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
11,790 | $4,020,625 | |
| 5 | CRWV |
CoreWeave, Inc.
|
30,468 | $3,032,784 | |
| 6 | NTAP |
NetApp, Inc.
|
9,079 | $1,405,066 | |
| 7 | ORCL |
Oracle Corp
|
3,299 | $483,468 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,935 | $297,254 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,020,625 | 11,790 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,038,468 | 12,715 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,424,440 | 13,162 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,792,648 | 13,715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,673,826 | 13,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,270,877 | 13,308 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,471,562 | 13,583 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,701,587 | 7,904 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,029,552 | 14,836 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,530,736 | 15,946 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,319,169 | 11,256 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,675,663 | 11,413 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,957,783 | 11,576 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,414,656 | 12,089 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,682,852 | 12,060 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,712,424 | 10,455 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,652,722 | 3,346 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,089,144 | 3,356 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,924,161 | 3,456 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,147,204 | 2,395 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $929,480 | 2,505 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $811,591 | 2,520 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $892,029 | 2,510 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $589,847 | 2,410 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $561,542 | 2,445 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $456,629 | 2,785 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||