Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,346,346
+$715,648 QoQ
Shares Held
3,948
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,554
of 2,893 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HOWE & RUSLING INC holds $57,878,129 across 7 Software - Infrastructure names. PANW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
94,506 | $35,252,627 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
81,552 | $15,558,898 | |
| 3 | ZS |
Zscaler, Inc.
|
29,920 | $4,223,208 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,948 | $1,346,346 | |
| 5 | ORCL |
Oracle Corp
|
6,095 | $893,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,013 | $309,237 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,525 | $294,591 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,346 | 3,948 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $630,698 | 3,934 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $875,686 | 4,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,364,457 | 6,701 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,394,826 | 6,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,187,313 | 6,958 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $1,445,490 | 7,944 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,244,493 | 3,641 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,096,776 | 6,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,388,534 | 11,926 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,538,265 | 11,999 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,697,935 | 11,508 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,931,721 | 11,474 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,280,631 | 11,418 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,474 | 9 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,481 | 3 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $5,512 | 24 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,295 | 14 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||