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Alvarez & Marsal Private Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$512K Sell
1,500
-1,302
-46% -$298K 0.07% 51
2026
Q1 		$449K Buy
2,802
+248
+10% +$41.7K 0.06% 79
2025
Q4 		$470K Buy
+2,554
New +$515K 0.09% 44

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

Alvarez & Marsal Private Wealth Partners's PANW Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Palo Alto Networks (PANW) stake by 46% in Q2 2026, selling an estimated $298K and leaving 1,500 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #51.

Alvarez & Marsal Private Wealth Partners first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,500 shares of Palo Alto Networks worth $512K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 1,302 Palo Alto Networks shares in Q2 2026, an estimated $298K.
  • Palo Alto Networks made up 0.07% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.