Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,431,002
+$1,833,574 QoQ
Shares Held
10,061
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,126
of 2,893 holders
Holding Since
Mar 2023
14 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, 2026Wealth Management Partners, LLC holds $21,435,168 across 6 Software - Infrastructure names. PANW ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,681 | $8,460,466 | |
| 2 | CRWV |
CoreWeave, Inc.
|
44,732 | $4,452,623 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
10,061 | $3,431,002 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,740 | $2,419,735 | |
| 5 | NET |
Cloudflare, Inc.
|
6,668 | $1,635,527 | |
| 6 | ORCL |
Oracle Corp
|
7,068 | $1,035,815 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,431,002 | 10,061 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,597,428 | 9,964 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,787,845 | 9,706 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,902,421 | 9,343 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,893,124 | 9,251 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,541,220 | 9,032 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,588,692 | 8,731 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,414,026 | 4,137 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,366,549 | 4,031 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $580,193 | 2,042 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $303,136 | 1,028 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $241,004 | 1,028 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $262,664 | 1,028 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $205,332 | 1,028 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||