AWM
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AE Wealth Management’s Palo Alto Networks PANW Stock Holding History

AE Wealth 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 		$12M Sell
35,280
-6,103
-15% -$1.4M 0.06% 276
2026
Q1 		$6.63M Buy
41,383
+2,449
+6% +$411K 0.04% 357
2025
Q4 		$7.17M Sell
38,934
-579
-1% -$117K 0.04% 343
2025
Q3 		$8.05M Buy
39,513
+8,232
+26% +$1.58M 0.05% 299
2025
Q2 		$6.4M Buy
31,281
+4,116
+15% +$764K 0.05% 322
2025
Q1 		$4.64M Buy
27,165
+3,874
+17% +$716K 0.04% 350
2024
Q4 		$4.24M Buy
23,291
+2,273
+11% +$429K 0.04% 371
2024
Q3 		$3.59M Sell
21,018
-56,062
-73% -$9.44M 0.03% 401
2024
Q2 		$13.1M Buy
77,080
+73,294
+1,936% +$11M 0.13% 189
2024
Q1 		$538K Sell
3,786
-74,312
-95% -$11.7M 0.01% 799
2023
Q4 		$13.4M Buy
78,098
+36,310
+87% +$4.85M 0.07% 327
2023
Q3 		$4.9M Buy
41,788
+5,374
+15% +$636K 0.03% 550
2023
Q2 		$4.65M Buy
36,414
+4,222
+13% +$439K 0.03% 560
2023
Q1 		$3.22M Sell
32,192
-12,616
-28% -$1.07M 0.02% 639
2022
Q4 		$3.13M Buy
44,808
+3,594
+9% +$289K 0.02% 603
2022
Q3 		$3.38M Buy
41,214
+11,178
+37% +$968K 0.03% 532
2022
Q2 		$2.47M Buy
30,036
+4,188
+16% +$371K 0.02% 601
2022
Q1 		$2.68M Buy
25,848
+4,776
+23% +$427K 0.02% 623
2021
Q4 		$1.96M Sell
21,072
-7,986
-27% -$691K 0.01% 706
2021
Q3 		$2.32M Buy
29,058
+13,866
+91% +$974K 0.02% 600
2021
Q2 		$939K Buy
15,192
+108
+0.7% +$6.4K 0.01% 871
2021
Q1 		$810K Sell
15,084
-12,114
-45% -$720K 0.01% 847
2020
Q4 		$1.61M Sell
27,198
-18,072
-40% -$844K 0.02% 557
2020
Q3 		$1.85M Buy
45,270
+31,434
+227% +$1.31M 0.03% 449
2020
Q2 		$530K Buy
13,836
+1,362
+11% +$48K 0.01% 855
2020
Q1 		$341K Buy
12,474
+594
+5% +$20.7K 0.01% 842
2019
Q4 		$458K Buy
11,880
+78
+0.7% +$2.95K 0.01% 765
2019
Q3 		$401K Sell
11,802
-1,152
-9% -$40.8K 0.01% 679
2019
Q2 		$440K Buy
12,954
+7,770
+150% +$291K 0.01% 621
2019
Q1 		$210K Buy
+5,184
New +$192K 0.01% 582

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

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

AE Wealth Management reduced its Palo Alto Networks (PANW) stake by 15% in Q2 2026, selling an estimated $1.4M and leaving 35,280 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #276.

AE Wealth Management first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.4M in Q4 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • AE Wealth Management held 35,280 shares of Palo Alto Networks worth $12M as of Q2 2026.
  • AE Wealth Management sold 6,103 Palo Alto Networks shares in Q2 2026, an estimated $1.4M.
  • Palo Alto Networks made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #276 holding.
  • AE Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's Palo Alto Networks position peaked at $13.4M in Q4 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.