Acorn Financial Advisory Services’s Palo Alto Networks PANW Stock Holding History

Acorn Financial Advisory Services’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	$1.72M	Sell	5,046 -736	-13%	-$168K	0.23%	53
2026 Q1	$927K	Sell	5,782 -32	-0.6%	-$5.38K	0.13%	80
2025 Q4	$1.07M	Sell	5,814 -39	-0.7%	-$7.87K	0.16%	66
2025 Q3	$1.19M	Sell	5,853 -115	-2%	-$22K	0.18%	59
2025 Q2	$1.22M	Sell	5,968 -210	-3%	-$39K	0.2%	58
2025 Q1	$1.05M	Sell	6,178 -289	-4%	-$53.4K	0.19%	64
2024 Q4	$1.18M	Sell	6,467 -275	-4%	-$52K	0.19%	61
2024 Q3	$1.15M	Sell	6,742 -188	-3%	-$31.6K	0.2%	56
2024 Q2	$1.17M	Sell	6,930 -168	-2%	-$25.1K	0.22%	54
2024 Q1	$1.01M	Sell	7,098 -7,294	-51%	-$1.15M	0.19%	70
2023 Q4	$2.1M	Sell	14,392 -1,352	-9%	-$181K	0.37%	38
2023 Q3	$1.85M	Sell	15,744 -880	-5%	-$104K	0.33%	47
2023 Q2	$2.12M	Buy	16,624 +3,560	+27%	+$370K	0.38%	32
2023 Q1	$1.3M	Buy	13,064 +98	+0.8%	+$8.3K	0.25%	57
2022 Q4	$905K	Buy	12,966 +70	+0.5%	+$5.62K	0.19%	76
2022 Q3	$1.06M	Buy	12,896 +284	+2%	+$24.6K	0.25%	60
2022 Q2	$1.04M	Sell	12,612 -174	-1%	-$15.4K	0.25%	59
2022 Q1	$1.33M	Sell	12,786 -330	-3%	-$29.5K	0.27%	62
2021 Q4	$1.22M	Sell	13,116 -6,258	-32%	-$541K	0.24%	66
2021 Q3	$1.55M	Buy	19,374 +1,254	+7%	+$88.1K	0.48%	54
2021 Q2	$1.12M	Buy	18,120 +336	+2%	+$19.9K	0.33%	81
2021 Q1	$955K	Buy	17,784 +684	+4%	+$40.7K	0.35%	79
2020 Q4	$1.01M	Buy	17,100 +972	+6%	+$45.4K	0.4%	77
2020 Q3	$658K	Buy	16,128 +894	+6%	+$37.2K	0.34%	86
2020 Q2	$583K	Sell	15,234 -18	-0.1%	-$634	0.41%	86
2020 Q1	$417K	Buy	15,252 +792	+5%	+$27.6K	0.41%	89
2019 Q4	$557K	Buy	+14,460	New	+$547K	0.47%	74

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

Acorn Financial Advisory Services's PANW Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $168K and leaving 5,046 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #53.

Acorn Financial Advisory Services first reported a position in PANW in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q2 2023. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Acorn Financial Advisory Services held 5,046 shares of Palo Alto Networks worth $1.72M as of Q2 2026.
Acorn Financial Advisory Services sold 736 Palo Alto Networks shares in Q2 2026, an estimated $168K.
Palo Alto Networks made up 0.23% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #53 holding.
Acorn Financial Advisory Services first reported a position in Palo Alto Networks in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Palo Alto Networks position peaked at $2.12M in Q2 2023.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.