AGH Wealth Advisors
PANW icon

AGH Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

AGH Wealth Advisors’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
Q3 		$1.4M Buy
3,531
+63
+2% +$22.4K 0.81% 27
2026
Q2 		$1.18M Buy
3,468
+116
+3% +$26.6K 0.75% 29
2026
Q1 		$537K Sell
3,352
-813
-20% -$137K 0.4% 53
2025
Q4 		$767K Buy
4,165
+769
+23% +$155K 0.58% 34
2025
Q3 		$691K Buy
3,396
+1,559
+85% +$298K 0.51% 36
2025
Q2 		$376K Buy
1,837
+95
+5% +$17.6K 0.31% 66
2025
Q1 		$297K Sell
1,742
-69
-4% -$12.8K 0.29% 84
2024
Q4 		$330K Buy
+1,811
New +$342K 0.31% 76

Other funds holding PANW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AGH Wealth Advisors's PANW Position: Q3 2026 in Review

AGH Wealth Advisors increased its Palo Alto Networks (PANW) stake by 1.8% in Q3 2026, buying an estimated $22.4K and bringing the position to 3,531 shares worth $1.4M. The position accounts for 0.81% of the portfolio, ranked #27.

AGH Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 8 quarters since. 2,307 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • AGH Wealth Advisors held 3,531 shares of Palo Alto Networks worth $1.4M as of Q3 2026.
  • AGH Wealth Advisors bought 63 Palo Alto Networks shares in Q3 2026, an estimated $22.4K.
  • Palo Alto Networks made up 0.81% of AGH Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • AGH Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 8 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.