Whalen Wealth Management Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1894447 LAS VEGAS, NV

Position in PANW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,608,591

+$675,618 QoQ

Shares Held

4,717

-6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,478

of 2,893 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $9,026,433 across 6 Software - Infrastructure names. PANW ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,357	$3,863,368
2	PANW	Palo Alto Networks Inc This page	4,717	$1,608,591
3	ORCL	Oracle Corp	8,942	$1,310,450
4	PLTR	Palantir Technologies Inc.	10,328	$1,204,967
5	TOST	Toast, Inc.	19,425	$540,403
6	NET	Cloudflare, Inc.	2,033	$498,654

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,608,591	4,717	-6.9%	Shares	Sole	2026-08-13
2025-12-31	$932,973	5,065	-19.7%	Shares	Sole	2026-01-20
2025-09-30	$1,284,434	6,308	+48.4%	Shares	Sole	2025-10-09
2025-06-30	$869,720	4,250	+88.3%	Shares	Sole	2025-08-04
2025-03-31	$385,134	2,257	-38.7%	Shares	Sole	2025-04-22
2024-12-31	$669,976	3,682	+75.4%	Shares	Sole	2025-01-17
2024-09-30	$717,438	2,099	-13.9%	Shares	Sole	2024-11-07
2024-06-30	$826,167	2,437	+225.8%	Shares	Sole	2024-08-01
2023-12-31	$220,570	748	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.