Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,311,562
+$682,146 QoQ
Shares Held
3,846
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#503
of 1,123 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $16,332,157 across 10 Software - Infrastructure names. PANW ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,738 | $9,973,807 | |
| 2 | BAND |
Bandwidth Inc.
|
29,113 | $1,842,852 | |
| 3 | ORCL |
Oracle Corp
|
9,233 | $1,353,095 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,846 | $1,311,562 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,576 | $455,495 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,771 | $323,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,860 | $285,733 | |
| 8 | SNPS |
Synopsys Inc
|
622 | $277,455 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,562 | 3,846 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $629,416 | 3,926 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $736,431 | 3,998 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $325,792 | 1,600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $381,244 | 1,863 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $268,246 | 1,572 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $292,955 | 1,610 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||