Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,959,371
+$1,404,748 QoQ
Shares Held
8,678
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,191
of 2,893 holders
Holding Since
Sep 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $23,414,851 across 7 Software - Infrastructure names. PANW ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,670 | $16,662,803 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,678 | $2,959,371 | |
| 3 | ORCL |
Oracle Corp
|
11,333 | $1,660,851 | |
| 4 | SNPS |
Synopsys Inc
|
1,330 | $593,273 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,957 | $578,333 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,020 | $576,170 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,500 | $384,050 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,959,371 | 8,678 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,554,623 | 9,697 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,608,987 | 8,735 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,796,742 | 8,824 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,716,111 | 8,386 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,405,391 | 8,236 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,547,023 | 8,502 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,563,393 | 4,574 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,584,193 | 4,673 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,502,195 | 5,287 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,703,521 | 5,777 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,337,714 | 5,706 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,799,812 | 7,044 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,590,529 | 7,963 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $923,475 | 6,618 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,324,733 | 8,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,236,330 | 2,503 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,141,683 | 1,834 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $859,079 | 1,543 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $732,869 | 1,530 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $560,656 | 1,511 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $476,004 | 1,478 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $495,413 | 1,394 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $337,021 | 1,377 | Shares | Defined | 2020-12-01 | |
| No filing history on record for this holder in this stock. | ||||||