Alpha Family Trust’s Palo Alto Networks PANW Stock Holding History

Alpha Family Trust’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	$1.88M	Buy	5,510 +190	+4%	+$43.5K	0.76%	24
2026 Q1	$853K	Buy	5,320 +1,720	+48%	+$289K	0.41%	44
2025 Q4	$663K	Sell	3,600 -410	-10%	-$82.7K	0.3%	59
2025 Q3	$817K	Buy	4,010 +620	+18%	+$119K	0.38%	50
2025 Q2	$694K	Sell	3,390 -1,630	-32%	-$303K	0.34%	52
2025 Q1	$857K	Buy	5,020 +2,250	+81%	+$416K	0.5%	43
2024 Q4	$504K	Hold	2,770	–	–	0.28%	56
2024 Q3	$473K	Hold	2,770	–	–	0.26%	68
2024 Q2	$470K	Hold	2,770	–	–	0.28%	61
2024 Q1	$394K	Hold	2,770	–	–	0.24%	75
2023 Q4	$408K	Hold	2,770	–	–	0.28%	69
2023 Q3	$325K	Buy	+2,770	New	+$328K	0.25%	80

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

Alpha Family Trust's PANW Position: Q2 2026 in Review

Alpha Family Trust increased its Palo Alto Networks (PANW) stake by 3.6% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,510 shares worth $1.88M. The position accounts for 0.76% of the portfolio, ranked #24.

Alpha Family Trust first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Alpha Family Trust held 5,510 shares of Palo Alto Networks worth $1.88M as of Q2 2026.
Alpha Family Trust bought 190 Palo Alto Networks shares in Q2 2026, an estimated $43.5K.
Palo Alto Networks made up 0.76% of Alpha Family Trust's portfolio in Q2 2026, its #24 holding.
Alpha Family Trust first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.