Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,386,116
+$1,124,879 QoQ
Shares Held
6,997
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,293
of 2,892 holders
Holding Since
Dec 2021
17 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. PANW ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,579 | $93,843,998 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
64,428 | $12,291,895 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
69,497 | $8,108,214 | |
| 4 | ORCL |
Oracle Corp
|
53,526 | $7,844,235 | |
| 5 | SNPS |
Synopsys Inc
|
9,997 | $4,459,361 | |
| 6 | IOT |
Samsara Inc.
|
85,257 | $2,764,884 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
6,997 | $2,386,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,909 | $1,284,961 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386,116 | 6,997 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,261,237 | 7,867 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $2,808,734 | 13,794 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,508,196 | 7,370 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,063,087 | 6,230 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,250,845 | 12,370 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $898,592 | 2,629 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $886,511 | 2,615 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,928,674 | 6,788 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,989,850 | 6,748 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,356,704 | 5,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,055,767 | 4,132 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,219,212 | 6,104 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $513,317 | 3,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $809,073 | 1,638 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,367,032 | 2,196 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,292,796 | 2,322 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||