Cerro Pacific Wealth Advisors LLC
Position in PANW — Palo Alto Networks Inc
CIK 1842669
San Luis Obispo, CA
Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$235,985
+$125,172 QoQ
Shares Held
692
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,539
of 2,893 holders
Holding Since
Jun 2024
4 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, 2026Cerro Pacific Wealth Advisors LLC holds $9,322,607 across 4 Software - Infrastructure names. PANW ranks #3 (2.5% of the industry book) .
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,985 | 692 | Shares | Sole | 2026-07-15 | |
| 2024-12-31 | $110,813 | 609 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $206,105 | 603 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $204,423 | 603 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||