Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,226,860
+$1,161,694 QoQ
Shares Held
6,530
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,339
of 2,907 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $27,394,973 across 9 Software - Infrastructure names. PANW ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,251 | $15,760,468 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,260 | $5,980,504 | |
| 3 | PANW |
Palo Alto Networks Inc
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|
6,530 | $2,226,860 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,396 | $1,220,260 | |
| 5 | ORCL |
Oracle Corp
|
6,327 | $927,221 | |
| 6 | CRWV |
CoreWeave, Inc.
|
7,557 | $752,223 | |
| 7 | PATH |
UiPath, Inc.
|
29,563 | $321,349 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
32,625 | $175,848 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,860 | 6,530 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,065,166 | 6,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,388,499 | 7,538 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,518,394 | 7,457 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,416,927 | 6,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,174,685 | 6,884 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,246,789 | 6,852 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,252,013 | 3,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,302,815 | 3,843 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $968,315 | 3,408 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $874,908 | 2,967 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $694,176 | 2,961 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $746,855 | 2,923 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,941 | 225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $28,605 | 205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $33,413 | 204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,406 | 98 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $61,005 | 98 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $60,130 | 108 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,571 | 68 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,231 | 68 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,238 | 38 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,504 | 38 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||