Fonville Wealth Management LLC

Position in PANW — Palo Alto Networks Inc

CIK 2008703 RICHMOND, VA

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,339,526

+$708,667 QoQ

Shares Held

3,928

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

#1,565

of 2,910 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fonville Wealth Management LLC holds $6,140,587 across 5 Software - Infrastructure names. PANW ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,182	$3,425,069
2	PANW	Palo Alto Networks Inc This page	3,928	$1,339,526
3	APPN	Appian Corp	22,273	$510,051
4	PLTR	Palantir Technologies Inc.	3,998	$466,446
5	ORCL	Oracle Corp	2,726	$399,495

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,526	3,928	-0.2%	Shares	Sole	2026-07-28
2026-03-31	$630,859	3,935	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$723,537	3,928	+3.0%	Shares	Sole	2026-01-23
2025-09-30	$776,810	3,815	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$782,338	3,823	0.0%	Shares	Sole	2025-08-07
2025-03-31	$652,356	3,823	-1.9%	Shares	Sole	2025-05-01
2024-12-31	$709,280	3,898	+101.3%	Shares	Sole	2025-01-29
2024-09-30	$661,724	1,936	+1.8%	Shares	Sole	2024-10-28
2024-06-30	$644,458	1,901	+4.4%	Shares	Sole	2024-07-30
2024-03-31	$517,400	1,821	-21.5%	Shares	Sole	2024-04-26
2023-12-31	$684,121	2,320	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.