Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$358,069
+$125,190 QoQ
Shares Held
1,050
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,286
of 2,912 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $7,045,796 across 7 Software - Infrastructure names. PANW ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,202 | $4,924,607 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,196 | $606,216 | |
| 3 | ORCL |
Oracle Corp
|
2,742 | $401,838 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
1,050 | $358,069 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,045 | $314,152 | |
| 6 | KDK |
Kodiak AI, Inc.
|
59,432 | $301,914 | |
| 7 | REKR |
Rekor Systems, Inc.
|
200,000 | $139,000 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,069 | 1,050 | Shares | Other | 2026-08-14 | |
| 2025-06-30 | $232,879 | 1,138 | Shares | Other | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||