ADVISORTRUST PARTNERS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2115523 RALEIGH, NC

Position in PANW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$823,563

+$605,208 QoQ

Shares Held

2,415

+77.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,788

of 2,893 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $3,931,674 across 4 Software - Infrastructure names. PANW ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,256	$2,333,613
2	PANW	Palo Alto Networks Inc This page	2,415	$823,563
3	PLTR	Palantir Technologies Inc.	4,677	$545,665
4	SNPS	Synopsys Inc	513	$228,833

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$823,563	2,415	+77.3%	Shares	Sole	2026-08-10
2026-03-31	$218,355	1,362	-42.1%	Shares	Sole	2026-05-06
2025-12-31	$433,238	2,352	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.