Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,873,728
+$2,683,521 QoQ
Shares Held
17,224
-13.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#189
of 827 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $48,103,494 across 15 Software - Infrastructure names. PANW ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
102,203 | $38,123,763 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
17,224 | $5,873,728 | |
| 3 | ORCL |
Oracle Corp
|
15,886 | $2,328,093 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
42,500 | $836,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,545 | $413,595 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,802 | $179,371 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,005 | $154,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
376 | $71,735 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,873,728 | 17,224 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,190,207 | 19,899 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,245,788 | 17,621 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,623,825 | 17,797 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,515,510 | 17,179 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,851,735 | 16,712 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,148,895 | 6,314 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $445,365 | 2,606 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $399,014 | 2,354 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $113,083 | 796 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $78,290 | 531 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $69,745 | 595 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $81,763 | 640 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $76,400 | 765 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $47,304 | 678 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $58,227 | 711 | Shares | Sole | 2022-10-07 | |
| No filing history on record for this holder in this stock. | ||||||