Baron Wealth Management LLC

Position in PANW — Palo Alto Networks Inc

CIK 1968507 TROY, MI

Position in PANW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$306,918

-$11,011 QoQ

Shares Held

900

-47.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,374

of 2,893 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Baron Wealth Management LLC holds $5,463,539 across 6 Software - Infrastructure names. PANW ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,478	$3,908,503
2	VRSN	Verisign Inc/Ca	2,218	$557,960
3	PANW	Palo Alto Networks Inc This page	900	$306,918
4	DBX	Dropbox, Inc.	9,592	$263,492
5	ORCL	Oracle Corp	1,564	$229,204
6	CRWD	CrowdStrike Holdings, Inc.	4,140	$197,462

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,918	900	-47.9%	Shares	Sole	2026-07-07
2025-12-31	$317,929	1,726	+4.3%	Shares	Sole	2026-01-14
2025-09-30	$336,991	1,655	-15.5%	Shares	Sole	2025-10-20
2025-06-30	$400,685	1,958	+3.6%	Shares	Sole	2025-07-09
2025-03-31	$322,509	1,890	+51.9%	Shares	Sole	2025-05-14
2024-12-31	$226,358	1,244	+107.3%	Shares	Sole	2025-01-23
2024-06-30	$203,406	600	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.