Kingsview Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1791965
GRANTS PASS, OR
Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,562,470
-$100,899 QoQ
Shares Held
22,221
+11.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Kingsview Wealth Management, LLC holds $200,107,678 across 16 Software - Infrastructure names. PANW ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,257 | $93,007,803 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
422,311 | $61,775,652 | |
| 3 | ORCL |
Oracle Corp
|
153,770 | $22,621,104 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,678 | $6,901,667 | |
| 5 | DOX |
Amdocs Ltd
|
91,926 | $5,999,090 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
22,221 | $3,562,470 | |
| 7 | CRWV |
CoreWeave, Inc.
|
13,353 | $1,034,456 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,338 | $905,383 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,562,470 | 22,221 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,663,369 | 19,888 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,527,287 | 22,234 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,413,061 | 21,565 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,604,599 | 21,124 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,706,343 | 20,369 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | — | 10,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | — | 12,616 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 14,229 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | — | 10,264 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | — | 9,785 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | — | 8,393 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | — | 11,202 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | — | 7,915 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | — | 7,836 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | — | 2,826 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | — | 2,823 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | — | 3,269 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | — | 2,213 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | — | 2,239 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | — | 1,351 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | — | 1,245 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | — | 1,774 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||