Wealth Management Associates, Inc.
Position in PANW — Palo Alto Networks Inc
CIK 2067339
Cherry Hill, NJ
Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$539,834
+$273,383 QoQ
Shares Held
1,583
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,014
of 2,893 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Management Associates, Inc. holds $21,013,213 across 8 Software - Infrastructure names. PANW ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,476 | $10,995,137 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
48,536 | $5,662,695 | |
| 3 | ORCL |
Oracle Corp
|
12,254 | $1,795,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,768 | $799,770 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,583 | $539,834 | |
| 6 | IOT |
Samsara Inc.
|
15,335 | $497,314 | |
| 7 | SNPS |
Synopsys Inc
|
1,069 | $476,848 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,600 | $245,792 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,834 | 1,583 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $266,451 | 1,662 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $421,633 | 2,289 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $462,217 | 2,270 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $464,532 | 2,270 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $387,352 | 2,270 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $413,413 | 2,272 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $435,453 | 1,274 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $413,253 | 1,219 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $346,354 | 1,219 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $401,036 | 1,360 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $353,769 | 1,509 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $357,458 | 1,399 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $292,818 | 1,466 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $286,960 | 1,752 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $256,354 | 519 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $258,341 | 415 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||