Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,991,803
+$4,870,052 QoQ
Shares Held
23,435
+20.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#787
of 2,893 holders
Holding Since
Jun 2020
22 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. PANW ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,991,803 | 23,435 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,121,751 | 19,472 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,731,501 | 14,829 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,511,449 | 12,334 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $854,372 | 4,175 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $724,537 | 4,246 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $721,881 | 2,112 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $671,578 | 1,981 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $744,704 | 2,621 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $652,274 | 2,212 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $487,166 | 2,078 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $522,006 | 2,043 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $405,272 | 2,029 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $267,498 | 1,917 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $309,563 | 1,890 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $344,769 | 698 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $435,134 | 699 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $333,862 | 697 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $267,898 | 722 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $219,000 | 680 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $241,665 | 680 | Shares | Sole | 2021-02-26 | |
| 2020-06-30 | $156,175 | 680 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||