Beaird Harris Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1908938
DALLAS, TX
Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$126,859
+$67,220 QoQ
Shares Held
372
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,020
of 1,123 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $2,891,693 across 12 Software - Infrastructure names. PANW ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,183 | $2,306,382 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,891 | $453,962 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
372 | $126,859 | |
| 4 | PATH |
UiPath, Inc.
|
150 | $1,630 | |
| 5 | NET |
Cloudflare, Inc.
|
3 | $735 | |
| 6 | GDDY |
GoDaddy Inc.
|
8 | $679 | |
| 7 | SNPS |
Synopsys Inc
|
1 | $446 | |
| 8 | OKTA |
Okta, Inc.
|
3 | $409 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,859 | 372 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $59,639 | 372 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $68,522 | 372 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $78,597 | 386 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,126 | 372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,406 | 354 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,413 | 354 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,609 | 72 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $24,408 | 72 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $20,457 | 72 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,231 | 72 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $7,033 | 30 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,330 | 60 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,984 | 60 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $13,116 | 94 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,827 | 60 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $9,878 | 20 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,450 | 20 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $11,135 | 20 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||