BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PANW — Palo Alto Networks Inc
CIK 2010186
CINCINNATI, OH
Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$128,568,973
+$72,314,770 QoQ
Shares Held
377,013
+7.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#184
of 2,893 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. PANW ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,568,973 | 377,013 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,254,203 | 350,887 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,747,240 | 264,643 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $36,302,595 | 178,286 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $732,815 | 3,581 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $568,231 | 3,330 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $599,740 | 3,296 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $563,286 | 1,648 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $579,368 | 1,709 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $218,495 | 769 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $256,250 | 869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,153 | 440 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $43,692 | 171 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,445 | 9 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||