Arbor Trust Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Arbor Trust 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 Q2	$2.36M	Sell	6,935 -475	-6%	-$109K	0.95%	35
2026 Q1	$1.19M	Sell	7,410 -105	-1%	-$17.6K	0.52%	42
2025 Q4	$1.38M	Sell	7,515 -45	-0.6%	-$9.08K	0.61%	39
2025 Q3	$1.54M	Buy	7,560 +195	+3%	+$37.3K	0.69%	40
2025 Q2	$1.51M	Buy	7,365 +180	+3%	+$33.4K	0.74%	40
2025 Q1	$1.23M	Buy	7,185 +271	+4%	+$50.1K	0.58%	42
2024 Q4	$1.26M	Buy	6,914 +1,616	+31%	+$305K	0.59%	43
2024 Q3	$898K	Hold	5,298	–	–	0.47%	49
2024 Q2	$898K	Buy	5,298 +614	+13%	+$91.8K	0.47%	49
2024 Q1	$658K	Buy	4,684 +700	+18%	+$110K	0.36%	57
2023 Q4	$587K	Buy	+3,984	New	+$533K	0.35%	61

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

Arbor Trust Wealth Advisors's PANW Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 6.4% in Q2 2026, selling an estimated $109K and leaving 6,935 shares worth $2.36M. The position accounts for 0.95% of the portfolio, ranked #35.

Arbor Trust Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Arbor Trust Wealth Advisors held 6,935 shares of Palo Alto Networks worth $2.36M as of Q2 2026.
Arbor Trust Wealth Advisors sold 475 Palo Alto Networks shares in Q2 2026, an estimated $109K.
Palo Alto Networks made up 0.95% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Arbor Trust Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.