Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,907,195
+$1,813,653 QoQ
Shares Held
8,525
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,182
of 2,850 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $65,167,757 across 15 Software - Infrastructure names. PANW ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,051 | $46,273,504 | |
| 2 | ORCL |
Oracle Corp
|
24,824 | $3,637,957 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
29,288 | $3,417,030 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
8,525 | $2,907,195 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,802 | $2,901,458 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,658 | $1,637,281 | |
| 7 | NET |
Cloudflare, Inc.
|
3,810 | $934,516 | |
| 8 | SNPS |
Synopsys Inc
|
1,963 | $875,635 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,907,195 | 8,525 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,093,542 | 6,821 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,382,973 | 7,508 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,485,407 | 7,295 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,482,002 | 7,242 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,245,330 | 7,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $970,392 | 5,333 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||