Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$592,010
+$225,084 QoQ
Shares Held
1,736
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,963
of 2,893 holders
Holding Since
Sep 2021
17 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, 20261900 WEALTH MANAGEMENT LLC holds $24,355,901 across 9 Software - Infrastructure names. PANW ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
1,074,977 | $14,318,693 | |
| 2 | MSFT |
Microsoft Corp
|
16,780 | $6,259,275 | |
| 3 | SNPS |
Synopsys Inc
|
3,879 | $1,730,305 | |
| 4 | ORCL |
Oracle Corp
|
5,006 | $733,629 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,736 | $592,010 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,396 | $283,231 | |
| 7 | VRSN |
Verisign Inc/Ca
|
877 | $220,618 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,420 | $218,140 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,010 | 1,736 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $366,926 | 1,992 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $337,194 | 1,656 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $559,485 | 2,734 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $464,823 | 2,724 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $490,928 | 2,698 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $461,088 | 1,349 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $457,324 | 1,349 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $381,870 | 1,344 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $493,629 | 1,674 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $453,641 | 1,935 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $343,405 | 1,344 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $220,133 | 1,344 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $234,621 | 475 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $295,692 | 475 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $264,460 | 475 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $221,776 | 463 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||