Atlantic Private Wealth’s Palo Alto Networks PANW Stock Holding History

Atlantic Private Wealth’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	$68.2K	Hold	200	–	–	0.04%	104
2026 Q1	$32.1K	Hold	200	–	–	0.02%	152
2025 Q4	$36.8K	Hold	200	–	–	0.02%	136
2025 Q3	$40.7K	Hold	200	–	–	0.03%	116
2025 Q2	$40.9K	Hold	200	–	–	0.03%	112
2025 Q1	$34.1K	Hold	200	–	–	0.03%	129
2024 Q4	$36.4K	Hold	200	–	–	0.03%	103
2024 Q3	$34.2K	Buy	+200	New	+$33.7K	0.03%	101

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 $3.37T AUM 44.26% 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

Atlantic Private Wealth's PANW Position: Q2 2026 in Review

Atlantic Private Wealth held its Palo Alto Networks (PANW) position steady in Q2 2026 at 200 shares worth $68.2K. The position accounts for 0.04% of the portfolio, ranked #104.

Atlantic Private Wealth first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Atlantic Private Wealth held 200 shares of Palo Alto Networks worth $68.2K as of Q2 2026.
Atlantic Private Wealth left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #104 holding.
Atlantic Private Wealth first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.