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

49 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	$264K	Sell	775 -900	-54%	-$206K	0.05%	149
2026 Q1	$269K	Buy	1,675 +535	+47%	+$89.9K	0.02%	156
2025 Q4	$210K	Sell	1,140 -111	-9%	-$22.4K	0.02%	181
2025 Q3	$255K	Sell	1,251 -33	-3%	-$6.32K	0.02%	161
2025 Q2	$263K	Buy	1,284 +8	+0.6%	+$1.49K	0.03%	144
2025 Q1	$218K	Sell	1,276 -14	-1%	-$2.59K	0.03%	166
2024 Q4	$235K	Buy	1,290 +6	+0.5%	+$1.13K	0.03%	144
2024 Q3	$219K	Buy	+1,284	New	+$216K	0.04%	150

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 $3.37T AUM 44.26% 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

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

49 Wealth Management reduced its Palo Alto Networks (PANW) stake by 54% in Q2 2026, selling an estimated $206K and leaving 775 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #149.

49 Wealth Management first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q1 2026. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

49 Wealth Management held 775 shares of Palo Alto Networks worth $264K as of Q2 2026.
49 Wealth Management sold 900 Palo Alto Networks shares in Q2 2026, an estimated $206K.
Palo Alto Networks made up 0.05% of 49 Wealth Management's portfolio in Q2 2026, its #149 holding.
49 Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's Palo Alto Networks position peaked at $269K in Q1 2026.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.