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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.58M Buy
4,827
+1,136
+31% +$260K 0.15% 155
2026
Q1
$575K Sell
3,691
-166
-4% -$27.9K 0.07% 286
2025
Q4
$729K Buy
3,857
+206
+6% +$41.6K 0.09% 224
2025
Q3
$758K Buy
3,651
+510
+16% +$97.6K 0.1% 214
2025
Q2
$604K Buy
3,141
+344
+12% +$63.9K 0.09% 227
2025
Q1
$471K Buy
2,797
+254
+10% +$47K 0.09% 217
2024
Q4
$441K Sell
2,543
-393
-13% -$74.2K 0.08% 220
2024
Q3
$550K Buy
2,936
+158
+6% +$26.6K 0.11% 180
2024
Q2
$473K Buy
2,778
+298
+12% +$44.6K 0.11% 172
2024
Q1
$344K Buy
2,480
+278
+13% +$43.9K 0.1% 192
2023
Q4
$356K Buy
2,202
+528
+32% +$70.6K 0.11% 179
2023
Q3
$219K Buy
+1,674
New +$198K 0.07% 243
2023
Q1
Sell
-656
Closed -$44K 1047
2022
Q4
$44K Buy
+656
New +$52.7K 0.02% 483

Other funds holding PANW

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

Accurate Wealth Management increased its Palo Alto Networks (PANW) stake by 31% in Q2 2026, buying an estimated $260K and bringing the position to 4,827 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #155.

Accurate Wealth Management first reported a position in PANW in Q4 2022 and has held it in 13 quarters since. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Accurate Wealth Management held 4,827 shares of Palo Alto Networks worth $1.58M as of Q2 2026.
  • Accurate Wealth Management bought 1,136 Palo Alto Networks shares in Q2 2026, an estimated $260K.
  • Palo Alto Networks made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Accurate Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 13 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.