Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,219,487
+$436,822 QoQ
Shares Held
3,576
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,612
of 2,904 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $39,055,972 across 8 Software - Infrastructure names. PANW ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,234 | $30,301,906 | |
| 2 | ORCL |
Oracle Corp
|
20,716 | $3,035,929 | |
| 3 | SNPS |
Synopsys Inc
|
3,356 | $1,497,010 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,736 | $1,475,912 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
3,576 | $1,219,487 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
5,945 | $693,603 | |
| 7 | NET |
Cloudflare, Inc.
|
1,770 | $434,145 | |
| 8 | IOT |
Samsara Inc.
|
12,272 | $397,980 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,487 | 3,576 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $782,665 | 4,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,407 | 2,875 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $617,603 | 3,018 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,689 | 2,858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $377,385 | 2,074 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $320,266 | 937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $360,367 | 1,063 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $165,647 | 583 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||