Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$351,250
+$132,253 QoQ
Shares Held
1,030
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,285
of 2,893 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WT Wealth Management holds $7,032,164 across 5 Software - Infrastructure names. PANW ranks #2 (5.0% of the industry book) .
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,250 | 1,030 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $218,997 | 1,366 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $222,513 | 1,208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,678 | 1,182 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $225,104 | 1,100 | Shares | Sole | 2025-09-10 | |
| 2023-09-30 | $1,250,737 | 5,335 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $1,341,427 | 5,250 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $989,312 | 4,953 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||