Advocacy Wealth Management Services’s Palo Alto Networks PANW Stock Holding History

Advocacy Wealth Management 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	$11.1M	Sell	32,665 -49,322	-60%	-$11.3M	0.4%	48
2026 Q1	$13.1M	Buy	81,987 +1,444	+2%	+$243K	0.58%	43
2025 Q4	$14.8M	Sell	80,543 -372	-0.5%	-$75K	0.62%	40
2025 Q3	$16.7M	Buy	+80,915	New	+$15.5M	0.73%	38

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

Advocacy Wealth Management Services's PANW Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Palo Alto Networks (PANW) stake by 60% in Q2 2026, selling an estimated $11.3M and leaving 32,665 shares worth $11.1M. The position accounts for 0.4% of the portfolio, ranked #48.

Advocacy Wealth Management Services first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.7M in Q3 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Advocacy Wealth Management Services held 32,665 shares of Palo Alto Networks worth $11.1M as of Q2 2026.
Advocacy Wealth Management Services sold 49,322 Palo Alto Networks shares in Q2 2026, an estimated $11.3M.
Palo Alto Networks made up 0.4% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #48 holding.
Advocacy Wealth Management Services first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
Advocacy Wealth Management Services's Palo Alto Networks position peaked at $16.7M in Q3 2025.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.