Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$666,012
+$455,673 QoQ
Shares Held
1,953
+48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,899
of 2,893 holders
Holding Since
Jun 2020
8 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, 2026Keebeck Wealth Management holds $22,993,644 across 8 Software - Infrastructure names. PANW ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,298 | $18,389,139 | |
| 2 | ORCL |
Oracle Corp
|
9,775 | $1,432,526 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,763 | $672,369 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
1,953 | $666,012 | |
| 5 | RELY |
Remitly Global, Inc.
|
27,828 | $623,625 | |
| 6 | PATH |
UiPath, Inc.
|
42,000 | $456,540 | |
| 7 | NET |
Cloudflare, Inc.
|
1,675 | $410,844 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
17,408 | $342,589 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,012 | 1,953 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $210,339 | 1,312 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $366,373 | 1,989 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $245,158 | 1,204 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $246,591 | 1,205 | Shares | Other | 2025-08-14 | |
| 2022-06-30 | $572,970 | 1,160 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $722,111 | 1,160 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $36,747 | 160 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||