Cyndeo Wealth Partners, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1950947 ST. PETERSBURG, FL

Position in PANW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,991,886

+$5,771,623 QoQ

Shares Held

29,300

+11.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#704

of 2,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. PANW ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	192,374	$71,759,349
2	ORCL	Oracle Corp	117,650	$17,241,607
3	PANW	Palo Alto Networks Inc This page	29,300	$9,991,886
4	PLTR	Palantir Technologies Inc.	81,766	$9,539,639
5	CRWV	CoreWeave, Inc.	4,202	$418,267
6	FTNT	Fortinet, Inc.	2,176	$334,277
7	CRWD	CrowdStrike Holdings, Inc.	5,268	$251,263

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,991,886	29,300	+11.3%	Shares	Sole	2026-07-21
2026-03-31	$4,220,263	26,324	+94.3%	Shares	Sole	2026-04-13
2025-12-31	$2,495,541	13,548	-15.0%	Shares	Sole	2026-01-07
2025-09-30	$3,244,481	15,934	-0.6%	Shares	Sole	2025-10-10
2025-06-30	$3,282,016	16,038	+16.8%	Shares	Sole	2025-07-24
2025-03-31	$2,342,204	13,726	-9.0%	Shares	Sole	2025-04-17
2024-12-31	$2,745,048	15,086	+103.5%	Shares	Sole	2025-01-21
2024-09-30	$2,533,421	7,412	-35.2%	Shares	Sole	2024-10-18
2024-06-30	$3,875,223	11,431	+4.3%	Shares	Sole	2024-07-30
2024-03-31	$3,112,644	10,955	-13.6%	Shares	Sole	2024-04-17
2023-12-31	$3,739,078	12,680	-33.4%	Shares	Sole	2024-01-12
2023-09-30	$4,466,550	19,052	+8.7%	Shares	Sole	2023-10-10
2023-06-30	$4,477,301	17,523	+167.4%	Shares	Sole	2023-07-27
2023-03-31	$1,308,696	6,552	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.