Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$640,435
+$354,264 QoQ
Shares Held
1,878
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,919
of 2,893 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH EFFECTS LLC holds $20,742,864 across 10 Software - Infrastructure names. PANW ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
43,835 | $6,883,410 | |
| 2 | MSFT |
Microsoft Corp
|
17,183 | $6,409,602 | |
| 3 | RBRK |
Rubrik, Inc.
|
44,197 | $3,548,135 | |
| 4 | ORCL |
Oracle Corp
|
6,005 | $880,032 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,784 | $721,930 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
1,878 | $640,435 | |
| 7 | S |
SentinelOne, Inc.
|
37,650 | $638,920 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,329 | $505,064 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,435 | 1,878 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $286,171 | 1,785 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $214,593 | 1,165 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $237,217 | 1,165 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $221,011 | 1,080 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $381,388 | 2,096 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $360,599 | 1,055 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $333,924 | 985 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||