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Advyzon Investment Management’s Palo Alto Networks PANW Stock Holding History

Advyzon Investment 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 		$2.53M Sell
7,407
-1,185
-14% -$271K 0.18% 122
2026
Q1 		$1.38M Sell
8,592
-506
-6% -$85K 0.12% 166
2025
Q4 		$1.68M Buy
9,098
+3,272
+56% +$660K 0.19% 115
2025
Q3 		$1.19M Buy
5,826
+3,817
+190% +$731K 0.2% 116
2025
Q2 		$411K Buy
2,009
+905
+82% +$168K 0.09% 210
2025
Q1 		$188K Buy
+1,104
New +$204K 0.07% 264

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's PANW Position: Q2 2026 in Review

Advyzon Investment Management reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $271K and leaving 7,407 shares worth $2.53M. The position accounts for 0.18% of the portfolio, ranked #122.

Advyzon Investment Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Advyzon Investment Management held 7,407 shares of Palo Alto Networks worth $2.53M as of Q2 2026.
  • Advyzon Investment Management sold 1,185 Palo Alto Networks shares in Q2 2026, an estimated $271K.
  • Palo Alto Networks made up 0.18% of Advyzon Investment Management's portfolio in Q2 2026, its #122 holding.
  • Advyzon Investment Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.