Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,015,334
+$3,369,902 QoQ
Shares Held
23,504
-18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#786
of 2,892 holders
Holding Since
Dec 2024
7 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, 2026WCG Wealth Advisors LLC holds $120,019,854 across 8 Software - Infrastructure names. PANW ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
139,746 | $52,128,052 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
85,776 | $16,364,774 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
130,426 | $15,216,801 | |
| 4 | ORCL |
Oracle Corp
|
96,889 | $14,199,082 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
23,504 | $8,015,334 | |
| 6 | FTNT |
Fortinet, Inc.
|
37,203 | $5,715,124 | |
| 7 | CRWV |
CoreWeave, Inc.
|
48,655 | $4,843,118 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
26,916 | $3,537,569 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,015,334 | 23,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,645,432 | 28,976 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,228,907 | 33,816 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,517,354 | 12,363 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,365,843 | 11,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,629,050 | 15,407 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,685,547 | 14,759 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||