Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$480,156
+$82,563 QoQ
Shares Held
1,408
-43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,089
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $7,751,881 across 7 Software - Infrastructure names. PANW ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,363 | $2,000,506 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,080 | $1,855,729 | |
| 3 | TWLO |
Twilio Inc
|
7,898 | $1,629,594 | |
| 4 | MDB |
MongoDB, Inc.
|
3,782 | $1,270,373 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,408 | $480,156 | |
| 6 | ORCL |
Oracle Corp
|
2,236 | $327,685 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,610 | $187,838 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,156 | 1,408 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $397,593 | 2,480 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,582,830 | 8,593 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,614,910 | 7,931 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $519,580 | 2,539 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $217,566 | 1,275 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $231,999 | 1,275 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||