Private Wealth Management Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2011342 PRINCETON, NJ

Position in PANW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$34,443

+$2,219 QoQ

Shares Held

101

-49.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,781

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $9,172,733 across 45 Software - Infrastructure names. PANW ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	55,741	$6,503,302
2	MSFT	Microsoft Corp	5,690	$2,122,483
3	ORCL	Oracle Corp	1,160	$169,998
4	FTNT	Fortinet, Inc.	409	$62,830
5	PANW	Palo Alto Networks Inc This page	101	$34,443
6	NET	Cloudflare, Inc.	135	$33,112
7	TWLO	Twilio Inc	146	$30,124
8	NTAP	NetApp, Inc.	163	$25,225

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,443	101	-49.8%	Shares	Sole	2026-07-27
2026-03-31	$32,224	201	+148.1%	Shares	Sole	2026-04-23
2025-12-31	$14,920	81	0.0%	Shares	Sole	2026-01-23
2025-09-30	$16,493	81	+3.8%	Shares	Sole	2025-10-17
2025-06-30	$15,961	78	0.0%	Shares	Sole	2025-07-29
2025-03-31	$13,309	78	-9.3%	Shares	Sole	2025-05-02
2024-12-31	$15,648	86	+120.5%	Shares	Sole	2025-01-27
2024-09-30	$13,330	39	0.0%	Shares	Sole	2024-10-29
2024-06-30	$13,221	39	0.0%	Shares	Sole	2024-08-13
2024-03-31	$11,081	39	+85.7%	Shares	Sole	2024-04-30
2023-12-31	$6,192	21	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.