Octavia Wealth Advisors, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1841259 CINCINNATI, OH

Position in PANW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$688,178

+$371,867 QoQ

Shares Held

2,018

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,886

of 2,904 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. PANW ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,711	$8,098,637
2	PLTR	Palantir Technologies Inc.	21,878	$2,552,506
3	PANW	Palo Alto Networks Inc This page	2,018	$688,178
4	CRWD	CrowdStrike Holdings, Inc.	7,756	$369,932
5	ORCL	Oracle Corp	2,071	$303,505
6	OKTA	Okta, Inc.	1,603	$218,729

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,178	2,018	+2.3%	Shares	Sole	2026-07-14
2026-03-31	$316,311	1,973	+8.7%	Shares	Sole	2026-04-10
2025-12-31	$334,323	1,815	-5.8%	Shares	Sole	2026-01-23
2025-09-30	$392,172	1,926	+1.1%	Shares	Sole	2025-10-28
2025-06-30	$389,839	1,905	+4.3%	Shares	Sole	2025-07-16
2025-03-31	$311,588	1,826	+14.8%	Shares	Sole	2025-04-14
2024-12-31	$289,316	1,590	+89.1%	Shares	Sole	2025-01-17
2024-09-30	$287,453	841	-9.4%	Shares	Sole	2024-10-10
2024-06-30	$314,601	928	-7.0%	Shares	Sole	2024-08-02
2024-03-31	$283,561	998	-19.2%	Shares	Sole	2024-04-15
2023-12-31	$364,176	1,235	+39.4%	Shares	Sole	2024-01-30
2023-09-30	$207,713	886	-5.2%	Shares	Sole	2023-10-30
2023-06-30	$238,901	935	—	Shares	Sole	2023-07-18
No filing history on record for this holder in this stock.