Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,065,166
-$323,333 QoQ
Shares Held
6,644
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Tradition Wealth Management, LLC holds $25,973,333 across 8 Software - Infrastructure names. PANW ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,767 | $15,460,890 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,143 | $7,481,198 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
6,644 | $1,065,166 | |
| 4 | ORCL |
Oracle Corp
|
5,624 | $827,346 | |
| 5 | CRWV |
CoreWeave, Inc.
|
6,832 | $529,275 | |
| 6 | PATH |
UiPath, Inc.
|
32,882 | $364,990 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,589 | $155,090 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
33,475 | $89,378 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $626,006 | 3,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651,407 | 3,843 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $484,157 | 3,408 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $437,454 | 2,967 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $347,088 | 2,961 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $373,427 | 2,923 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,470 | 225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,302 | 205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,706 | 204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,067 | 98 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,167 | 98 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,021 | 108 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,428 | 68 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,205 | 68 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,039 | 38 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,250 | 38 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||