AO
PANW icon

Advisor OS’s Palo Alto Networks PANW Stock Holding History

Advisor OS’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 		$1.74M Sell
5,098
-90
-2% -$20.6K 0.12% 130
2026
Q1 		$832K Buy
5,188
+1,231
+31% +$207K 0.06% 207
2025
Q4 		$729K Sell
3,957
-345
-8% -$69.6K 0.06% 211
2025
Q3 		$876K Buy
4,302
+514
+14% +$98.4K 0.08% 171
2025
Q2 		$775K Sell
3,788
-139
-4% -$25.8K 0.08% 189
2025
Q1 		$670K Buy
3,927
+40
+1% +$7.4K 0.08% 182
2024
Q4 		$707K Sell
3,887
-547
-12% -$103K 0.08% 167
2024
Q3 		$758K Sell
4,434
-96
-2% -$16.2K 0.08% 193
2024
Q2 		$768K Sell
4,530
-5,046
-53% -$755K 0.08% 188
2024
Q1 		$1.36M Sell
9,576
-724
-7% -$114K 0.16% 119
2023
Q4 		$1.52M Buy
10,300
+1,218
+13% +$163K 0.2% 89
2023
Q3 		$1.06M Buy
9,082
+6,910
+318% +$818K 0.16% 122
2023
Q2 		$277K Buy
+2,172
New +$226K 0.05% 243

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisor OS's PANW Position: Q2 2026 in Review

Advisor OS reduced its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, selling an estimated $20.6K and leaving 5,098 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #130.

Advisor OS first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Advisor OS held 5,098 shares of Palo Alto Networks worth $1.74M as of Q2 2026.
  • Advisor OS sold 90 Palo Alto Networks shares in Q2 2026, an estimated $20.6K.
  • Palo Alto Networks made up 0.12% of Advisor OS's portfolio in Q2 2026, its #130 holding.
  • Advisor OS first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.