Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,997,223
+$1,968,452 QoQ
Shares Held
8,789
+37.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,182
of 2,891 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $130,349,175 across 13 Software - Infrastructure names. PANW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
302,807 | $112,953,063 | |
| 2 | ORCL |
Oracle Corp
|
48,820 | $7,154,568 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
28,055 | $3,273,174 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
8,789 | $2,997,223 | |
| 5 | NTAP |
NetApp, Inc.
|
6,884 | $1,065,366 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,540 | $675,376 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,838 | $435,971 | |
| 8 | GEN |
Gen Digital Inc.
|
16,220 | $403,714 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,997,223 | 8,789 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,028,771 | 6,417 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,176,483 | 6,387 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,223,142 | 6,007 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,184,045 | 5,786 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $983,908 | 5,766 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,080,295 | 5,937 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $952,937 | 2,788 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $918,716 | 2,710 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $744,703 | 2,621 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||