1776 Wealth’s Palo Alto Networks PANW Stock Holding History

1776 Wealth’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Hold	1,530	–	–	0.18%	90
2026 Q1	$245K	Hold	1,530	–	–	0.1%	133
2025 Q4	$282K	Sell	1,530 -52	-3%	-$10.5K	0.11%	117
2025 Q3	$322K	Sell	1,582 -2,470	-61%	-$473K	0.12%	109
2025 Q2	$829K	Sell	4,052 -156	-4%	-$29K	0.34%	52
2025 Q1	$718K	Sell	4,208 -98	-2%	-$18.1K	0.33%	55
2024 Q4	$784K	Hold	4,306	–	–	0.36%	50
2024 Q3	$736K	Sell	4,306 -240	-5%	-$40.4K	0.33%	55
2024 Q2	$771K	Sell	4,546 -16	-0.4%	-$2.39K	0.35%	53
2024 Q1	$648K	Sell	4,562 -54	-1%	-$8.52K	0.31%	64
2023 Q4	$681K	Hold	4,616	–	–	0.34%	53
2023 Q3	$541K	Hold	4,616	–	–	0.29%	60
2023 Q2	$590K	Buy	+4,616	New	+$480K	0.31%	58
2020 Q3	–	Sell	-900	Closed	-$34K	–	255
2020 Q2	$34K	Hold	900	–	–	0.02%	212
2020 Q1	$24K	Hold	900	–	–	0.02%	224
2019 Q4	$34K	Buy	+900	New	+$34K	0.03%	209

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

1776 Wealth's PANW Position: Q2 2026 in Review

1776 Wealth held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,530 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #90.

1776 Wealth first reported a position in PANW in Q4 2019 and has held it in 16 quarters since. The position peaked at $829K in Q2 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

1776 Wealth held 1,530 shares of Palo Alto Networks worth $522K as of Q2 2026.
1776 Wealth left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.18% of 1776 Wealth's portfolio in Q2 2026, its #90 holding.
1776 Wealth first reported a position in Palo Alto Networks in Q4 2019 and has held it in 16 quarters since.
1776 Wealth's Palo Alto Networks position peaked at $829K in Q2 2025.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.