GUARDIAN WEALTH ADVISORS, LLC / NC
Position in PANW — Palo Alto Networks Inc
CIK 1901403
RALEIGH, NC
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,528
+$196,442 QoQ
Shares Held
1,283
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,147
of 2,891 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. PANW ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,054 | $15,313,963 | |
| 2 | ORCL |
Oracle Corp
|
11,957 | $1,752,298 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,627 | $1,239,852 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,948 | $562,434 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,283 | $437,528 | |
| 6 | SNPS |
Synopsys Inc
|
776 | $346,150 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,997 | $306,779 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,528 | 1,283 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $241,086 | 1,184 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||