Position in PANW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$970,883
+$524,232 QoQ
Shares Held
2,847
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,717
of 2,893 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$34,102
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Marion Wealth Management holds $9,675,848 across 5 Software - Infrastructure names. PANW ranks #3 (10.0% of the industry book) .
All Filings in PANW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,102 | 100 | Call | Sole | 2026-07-16 | |
| 2026-06-30 | $970,883 | 2,847 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,032 | 100 | Call | Sole | 2026-05-12 | |
| 2026-03-31 | $446,651 | 2,786 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $280,536 | 1,523 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,253 | 1,396 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $283,017 | 1,383 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $224,220 | 1,314 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $224,902 | 1,236 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $210,207 | 615 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||