AWA
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Arkadios Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Arkadios 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 		$21.8M Sell
63,860
-3,615
-5% -$827K 0.33% 58
2026
Q1 		$10.8M Buy
67,475
+7,631
+13% +$1.28M 0.18% 130
2025
Q4 		$11M Buy
59,844
+9,670
+19% +$1.95M 0.21% 104
2025
Q3 		$10.2M Buy
50,174
+10,281
+26% +$1.97M 0.25% 84
2025
Q2 		$8.16M Buy
39,893
+3,351
+9% +$622K 0.24% 87
2025
Q1 		$6.24M Buy
36,542
+28,884
+377% +$5.34M 0.24% 92
2024
Q4 		$1.39M Buy
7,658
+1,958
+34% +$370K 0.08% 261
2024
Q3 		$974K Buy
5,700
+1,742
+44% +$293K 0.06% 333
2024
Q2 		$671K Buy
3,958
+658
+20% +$98.4K 0.05% 381
2024
Q1 		$469K Buy
3,300
+1,102
+50% +$174K 0.04% 392
2023
Q4 		$324K Sell
2,198
-4,644
-68% -$621K 0.03% 500
2023
Q3 		$802K Buy
6,842
+196
+3% +$23.2K 0.08% 246
2023
Q2 		$849K Buy
6,646
+160
+2% +$16.6K 0.1% 210
2023
Q1 		$648K Buy
6,486
+356
+6% +$30.2K 0.08% 252
2022
Q4 		$428K Buy
+6,130
New +$492K 0.06% 316
2022
Q1 		– Sell
-3,240
Closed -$301K – 616
2021
Q4 		$301K Sell
3,240
-474
-13% -$41K 0.04% 453
2021
Q3 		$296K Sell
3,714
-2,112
-36% -$148K 0.04% 409
2021
Q2 		$360K Buy
5,826
+582
+11% +$34.5K 0.04% 406
2021
Q1 		$281K Sell
5,244
-96
-2% -$5.71K 0.05% 354
2020
Q4 		$316K Buy
5,340
+5,082
+1,970% +$237K 0.07% 255
2020
Q3 		$10.6K Sell
258
-114
-31% -$4.74K 0.01% 738
2020
Q2 		$15.2K Buy
372
+192
+107% +$6.76K 0.01% 602
2020
Q1 		$4.92K Sell
180
-2,016
-92% -$70.4K ﹤0.01% 787
2019
Q4 		$89.9K Buy
+2,196
New +$83K 0.05% 241

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

Arkadios Wealth Advisors's PANW Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 5.4% in Q2 2026, selling an estimated $827K and leaving 63,860 shares worth $21.8M. The position accounts for 0.33% of the portfolio, ranked #58.

Arkadios Wealth Advisors first reported a position in PANW in Q4 2019 and has held it in 24 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Arkadios Wealth Advisors held 63,860 shares of Palo Alto Networks worth $21.8M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,615 Palo Alto Networks shares in Q2 2026, an estimated $827K.
  • Palo Alto Networks made up 0.33% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Arkadios Wealth Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 24 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.