Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$106,398
-$1,455,599 QoQ
Shares Held
312
-96.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,691
of 2,893 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. PANW ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
56 | $7,360 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,398 | 312 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,561,997 | 9,743 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,611,013 | 8,746 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,660,113 | 8,153 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,263,038 | 6,172 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $932,888 | 5,467 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $980,218 | 5,387 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $830,915 | 2,431 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $780,401 | 2,302 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $576,499 | 2,029 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $530,489 | 1,799 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $299,145 | 1,276 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $111,913 | 438 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $59,444 | 426 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $80,018 | 162 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $293,824 | 472 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $246,087 | 442 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $36,882 | 77 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $143,225 | 386 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $96,940 | 301 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $50,465 | 142 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||