Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,618,927
+$23,336,051 QoQ
Shares Held
133,772
-3.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#328
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $103,766,582 across 7 Software - Infrastructure names. PANW ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
133,772 | $45,618,927 | |
| 2 | MSFT |
Microsoft Corp
|
95,292 | $35,545,821 | |
| 3 | FTNT |
Fortinet, Inc.
|
104,857 | $16,108,132 | |
| 4 | ZS |
Zscaler, Inc.
|
28,920 | $4,082,058 | |
| 5 | ORCL |
Oracle Corp
|
10,686 | $1,566,033 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,224 | $439,950 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,477 | $405,661 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,618,927 | 133,772 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $22,282,876 | 138,990 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,216,750 | 33,750 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,734,120 | 33,072 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,804,689 | 33,252 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,815,752 | 34,082 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,338,030 | 34,832 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,520,411 | 16,151 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,077,013 | 14,976 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,559,149 | 16,046 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,635,808 | 15,721 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,531,369 | 15,063 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,025,304 | 15,754 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,870,064 | 14,369 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,977,142 | 14,169 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,344,490 | 14,314 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,418,329 | 4,896 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,153,636 | 5,066 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,213,060 | 5,771 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,756,164 | 5,754 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,172,127 | 5,854 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,885,340 | 5,854 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,080,454 | 5,854 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,457,732 | 5,956 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,367,913 | 5,956 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $981,465 | 5,986 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||