MCCARTER PRIVATE WEALTH SERVICES LLC
Position in PANW — Palo Alto Networks Inc
CIK 2036922
Boston, MA
Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,422,559
+$2,560,207 QoQ
Shares Held
15,901
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#952
of 2,893 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $15,673,421 across 5 Software - Infrastructure names. PANW ranks #2 (34.6% of the industry book) .
All Filings in PANW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,422,559 | 15,901 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $2,862,352 | 17,854 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,088,297 | 16,766 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,326,335 | 16,336 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,333,380 | 16,289 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $2,771,705 | 16,243 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,834,208 | 15,576 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,604,173 | 7,619 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||