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PANW icon

Allworth Financial’s Palo Alto Networks PANW Stock Holding History

Allworth Financial’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 		$8.13M Sell
23,837
-26,471
-53% -$6.06M 0.03% 267
2026
Q1 		$8.07M Buy
50,308
+1,853
+4% +$311K 0.03% 286
2025
Q4 		$8.93M Buy
48,455
+25,262
+109% +$5.1M 0.04% 250
2025
Q3 		$4.72M Buy
23,193
+7,386
+47% +$1.41M 0.02% 329
2025
Q2 		$3.23M Buy
15,807
+7,091
+81% +$1.32M 0.02% 391
2025
Q1 		$1.53M Buy
8,716
+666
+8% +$123K 0.01% 453
2024
Q4 		$1.51M Buy
8,050
+316
+4% +$59.7K 0.01% 455
2024
Q3 		$1.32M Buy
7,734
+260
+3% +$43.8K 0.01% 394
2024
Q2 		$1.24M Buy
7,474
+168
+2% +$25.1K 0.01% 392
2024
Q1 		$1.04M Buy
7,306
+2,572
+54% +$406K 0.01% 404
2023
Q4 		$698K Buy
4,734
+382
+9% +$51.1K 0.01% 456
2023
Q3 		$510K Buy
4,352
+46
+1% +$5.44K ﹤0.01% 484
2023
Q2 		$550K Buy
4,306
+46
+1% +$4.79K ﹤0.01% 481
2023
Q1 		$425K Buy
4,260
+460
+12% +$39K ﹤0.01% 498
2022
Q4 		$265K Sell
3,800
-124
-3% -$9.96K ﹤0.01% 578
2022
Q3 		$321K Sell
3,924
-3,342
-46% -$289K ﹤0.01% 507
2022
Q2 		$598K Sell
7,266
-198
-3% -$17.6K 0.01% 373
2022
Q1 		$774K Buy
7,464
+4,344
+139% +$389K 0.01% 337
2021
Q4 		$290K Sell
3,120
-438
-12% -$37.9K ﹤0.01% 459
2021
Q3 		$284K Buy
3,558
+3,546
+29,550% +$249K ﹤0.01% 409
2021
Q2 		$1K Buy
+12
New +$711 ﹤0.01% 1480
2016
Q2 		– Sell
-1,050
Closed -$29K – 666
2016
Q1 		$29K Hold
1,050
– – ﹤0.01% 263
2015
Q4 		$31K Hold
1,050
– – 0.01% 253
2015
Q3 		$30K Buy
+1,050
New +$31K 0.01% 258

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

Allworth Financial's PANW Position: Q2 2026 in Review

Allworth Financial reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $6.06M and leaving 23,837 shares worth $8.13M. The position accounts for 0.03% of the portfolio, ranked #267.

Allworth Financial first reported a position in PANW in Q3 2015 and has held it in 24 quarters since. The position peaked at $8.93M in Q4 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Allworth Financial held 23,837 shares of Palo Alto Networks worth $8.13M as of Q2 2026.
  • Allworth Financial sold 26,471 Palo Alto Networks shares in Q2 2026, an estimated $6.06M.
  • Palo Alto Networks made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #267 holding.
  • Allworth Financial first reported a position in Palo Alto Networks in Q3 2015 and has held it in 24 quarters since.
  • Allworth Financial's Palo Alto Networks position peaked at $8.93M in Q4 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.