Accurate Wealth Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1877728 WESLEY CHAPEL, FL

Position in PANW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,646,103

+$1,054,362 QoQ

Shares Held

4,827

+30.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,467

of 2,893 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. PANW ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	43,630	$16,274,862
2	PLTR	Palantir Technologies Inc.	26,852	$3,132,822
3	ORCL	Oracle Corp	19,604	$2,872,966
4	XYZ	Block, Inc.	34,264	$2,604,064
5	FTNT	Fortinet, Inc.	11,340	$1,742,050
6	PANW	Palo Alto Networks Inc This page	4,827	$1,646,103
7	OKTA	Okta, Inc.	6,606	$901,388
8	CRWD	CrowdStrike Holdings, Inc.	7,820	$372,984

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,646,103	4,827	+30.8%	Shares	Sole	2026-07-15
2026-03-31	$591,741	3,691	-4.3%	Shares	Sole	2026-04-23
2025-12-31	$710,459	3,857	+5.6%	Shares	Sole	2026-01-14
2025-09-30	$743,416	3,651	+16.2%	Shares	Sole	2025-10-20
2025-06-30	$642,774	3,141	+12.3%	Shares	Sole	2025-07-15
2025-03-31	$477,280	2,797	+10.0%	Shares	Sole	2025-04-15
2024-12-31	$462,724	2,543	+73.2%	Shares	Sole	2025-01-14
2024-09-30	$501,762	1,468	+5.7%	Shares	Sole	2024-10-17
2024-06-30	$470,884	1,389	+12.0%	Shares	Sole	2024-07-17
2024-03-31	$352,321	1,240	+12.6%	Shares	Sole	2024-04-23
2023-12-31	$324,662	1,101	+31.5%	Shares	Sole	2024-01-12
2023-09-30	$196,226	837	+155.2%	Shares	Sole	2023-10-23
2022-12-31	$45,769	328	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.