Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$817,424
+$523,237 QoQ
Shares Held
2,397
+30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,790
of 2,893 holders
Holding Since
Dec 2021
9 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, 2026Confluence Wealth Services, Inc. holds $39,215,162 across 7 Software - Infrastructure names. PANW ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,272 | $31,435,141 | |
| 2 | ORCL |
Oracle Corp
|
35,762 | $5,240,921 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
2,397 | $817,424 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,956 | $570,256 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,975 | $457,019 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,914 | $456,646 | |
| 7 | SNPS |
Synopsys Inc
|
533 | $237,755 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,424 | 2,397 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $294,187 | 1,835 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $309,640 | 1,681 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $336,787 | 1,654 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $346,864 | 1,695 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $307,663 | 1,803 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $240,733 | 1,323 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $217,726 | 637 | Shares | Sole | 2024-10-29 | |
| 2021-12-31 | $43,984 | 79 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||