Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,913,333
+$1,711,895 QoQ
Shares Held
8,543
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,198
of 2,893 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names. PANW ranks #2 (13.3% of the industry book) .
All Filings in PANW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,913,333 | 8,543 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,201,438 | 7,494 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,380,394 | 7,494 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,378,100 | 6,768 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,455,399 | 7,112 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $530,007 | 3,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $563,530 | 3,097 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $452,885 | 1,325 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $423,762 | 1,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $236,680 | 833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $341,765 | 1,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,715 | 1,159 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $455,318 | 1,782 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,336 | 1,784 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $248,660 | 1,782 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $291,873 | 1,782 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $293,400 | 594 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $369,771 | 594 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $330,715 | 594 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $284,525 | 594 | Shares | Sole | 2021-12-10 | |
| No filing history on record for this holder in this stock. | ||||||