Skip to main content

Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Vertrix Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
5,290
Value
$1.80M
% of portfolio
0.6%
Quarters held
2
Since Q1 2026
Holdings of PANW by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,290$1.80M0.6%−2,217−29.5%ReducedHolders
Q1 20267,507$1.20M0.4%–No prior filingHolders