Smallwood Wealth Investment Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1921304
RED BANK, NJ
Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,866
+$1,171 QoQ
Shares Held
26
-45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,847
of 2,893 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $2,572,275 across 11 Software - Infrastructure names. PANW ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,913 | $1,832,647 | |
| 2 | ORCL |
Oracle Corp
|
2,407 | $352,745 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,171 | $253,290 | |
| 4 | S |
SentinelOne, Inc.
|
4,000 | $67,880 | |
| 5 | MDB |
MongoDB, Inc.
|
100 | $33,590 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
248 | $11,828 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
26 | $8,866 | |
| 8 | TDC |
Teradata Corp /De/
|
242 | $8,385 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,866 | 26 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,695 | 48 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,841 | 48 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,330 | 36 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,776 | 38 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $22,183 | 130 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||