Sound View Wealth Advisors Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1784777 SAVANNAH, GA

Position in PANW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,086,783

+$2,183,785 QoQ

Shares Held

11,984

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,060

of 2,885 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $44,273,141 across 7 Software - Infrastructure names. PANW ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	93,606	$34,916,910
2	PANW	Palo Alto Networks Inc This page	11,984	$4,086,783
3	ORCL	Oracle Corp	23,040	$3,376,512
4	CRWD	CrowdStrike Holdings, Inc.	5,588	$1,066,106
5	PLTR	Palantir Technologies Inc.	2,782	$324,575
6	AEVA	Aeva Technologies, Inc.	9,684	$278,124
7	FTNT	Fortinet, Inc.	1,459	$224,131

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,086,783	11,984	+1.0%	Shares	Sole	2026-08-11
2026-03-31	$1,902,998	11,870	+13.8%	Shares	Sole	2026-05-06
2025-12-31	$1,920,837	10,428	+2.8%	Shares	Sole	2026-01-08
2025-09-30	$2,065,521	10,144	+7.2%	Shares	Sole	2025-11-10
2025-06-30	$1,935,689	9,459	+31.6%	Shares	Sole	2025-08-07
2025-03-31	$1,226,560	7,188	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$1,280,998	7,040	+93.9%	Shares	Sole	2025-02-07
2024-09-30	$1,241,075	3,631	+20.2%	Shares	Sole	2024-11-12
2024-06-30	$1,024,149	3,021	+5.2%	Shares	Sole	2024-08-05
2024-03-31	$815,737	2,871	-8.3%	Shares	Sole	2024-05-09
2023-12-31	$923,564	3,132	-20.9%	Shares	Sole	2024-02-08
2023-09-30	$928,382	3,960	+3.0%	Shares	Sole	2023-11-07
2023-06-30	$982,435	3,845	+34.2%	Shares	Sole	2023-08-08
2023-03-31	$572,255	2,865	-8.5%	Shares	Sole	2023-05-12
2022-12-31	$437,039	3,132	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.