Position in WEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$846
-$72 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 410 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DiNuzzo Private Wealth, Inc. holds $2,162,702 across 40 Software - Infrastructure names. WEX ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,071 | $1,518,564 | |
| 2 | ORCL |
Oracle Corp
|
3,377 | $494,899 | |
| 3 | SNPS |
Synopsys Inc
|
78 | $34,793 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
234 | $27,300 | |
| 5 | CRWV |
CoreWeave, Inc.
|
135 | $13,437 | |
| 6 | PANW |
Palo Alto Networks Inc
|
35 | $11,935 | |
| 7 | FTNT |
Fortinet, Inc.
|
55 | $8,449 | |
| 8 | TWLO |
Twilio Inc
|
30 | $6,189 |
All Filings in WEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $918 | 6 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $893 | 6 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,102 | 7 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,175 | 8 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $942 | 6 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,051 | 6 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,258 | 6 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,062 | 6 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,187 | 5 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $972 | 5 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||