1900 Wealth Management’s Palo Alto Networks PANW Stock Holding History

1900 Wealth Management’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	$592K	Buy	+1,736	New	+$397K	0.03%	161
2026 Q1	–	Sell	-1,992	Closed	-$367K	–	262
2025 Q4	$367K	Buy	1,992 +336	+20%	+$67.8K	0.02%	188
2025 Q3	$337K	Sell	1,656 -1,078	-39%	-$206K	0.02%	185
2025 Q2	$559K	Buy	2,734 +10	+0.4%	+$1.86K	0.04%	128
2025 Q1	$465K	Buy	2,724 +26	+1%	+$4.81K	0.04%	145
2024 Q4	$491K	Hold	2,698	–	–	0.04%	147
2024 Q3	$461K	Hold	2,698	–	–	0.04%	152
2024 Q2	$457K	Buy	2,698 +10	+0.4%	+$1.5K	0.04%	155
2024 Q1	$382K	Sell	2,688 -660	-20%	-$104K	0.03%	179
2023 Q4	$494K	Sell	3,348 -522	-13%	-$69.8K	0.05%	193
2023 Q3	$454K	Buy	3,870 +1,182	+44%	+$140K	0.05%	199
2023 Q2	$343K	Buy	+2,688	New	+$280K	0.04%	184
2022 Q4	–	Sell	-2,688	Closed	-$220K	–	239
2022 Q3	$220K	Sell	2,688 -162	-6%	-$14K	0.03%	211
2022 Q2	$235K	Hold	2,850	–	–	0.03%	209
2022 Q1	$296K	Hold	2,850	–	–	0.03%	204
2021 Q4	$264K	Buy	2,850 +72	+3%	+$6.23K	0.02%	210
2021 Q3	$222K	Buy	+2,778	New	+$195K	0.02%	204

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

1900 Wealth Management's PANW Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,736 shares worth $592K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in PANW as recently as Q4 2025.

1900 Wealth Management first reported a position in PANW in Q3 2021 and has held it in 17 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

1900 Wealth Management held 1,736 shares of Palo Alto Networks worth $592K as of Q2 2026.
Palo Alto Networks was a new 1900 Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #161 holding.
1900 Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 17 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.