Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,182,657
+$645,265 QoQ
Shares Held
3,468
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,627
of 2,893 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, 2026AGH Wealth Advisors, LLC holds $6,695,839 across 5 Software - Infrastructure names. PANW ranks #2 (17.7% of the industry book) .
All Filings in PANW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,657 | 3,468 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $537,392 | 3,352 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $767,192 | 4,165 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $691,493 | 3,396 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $375,923 | 1,837 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $297,254 | 1,742 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $329,529 | 1,811 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||