Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,270,358
+$10,296,927 QoQ
Shares Held
56,508
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#535
of 2,907 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. PANW ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,270,358 | 56,508 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,973,431 | 55,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,592,714 | 84,651 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,017,134 | 83,573 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,755,620 | 62,332 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,332,714 | 66,413 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,000,443 | 65,951 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,191,108 | 29,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,442,387 | 13,104 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,739,434 | 13,161 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,366,350 | 11,416 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,862,746 | 12,211 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,556,443 | 13,919 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,089,781 | 5,456 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $337,826 | 2,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $453,043 | 2,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $414,909 | 840 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $345,493 | 555 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||