Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,777,536
+$10,959,945 QoQ
Shares Held
63,860
-5.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#490
of 2,850 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. PANW ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,777,536 | 63,860 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,817,591 | 67,475 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,023,264 | 59,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,216,428 | 50,174 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,163,702 | 39,893 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,235,526 | 36,542 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,393,449 | 7,658 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $974,130 | 2,850 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $670,900 | 1,979 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $468,814 | 1,650 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $324,073 | 1,099 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $802,019 | 3,421 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $849,059 | 3,323 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $647,756 | 3,243 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $427,690 | 3,065 | Shares | Sole | 2023-01-11 | |
| 2021-12-31 | $300,650 | 540 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $296,500 | 619 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $360,289 | 971 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $281,480 | 874 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $316,297 | 890 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,524 | 43 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $14,239 | 62 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,918 | 30 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||