Aviance Capital Partners’s Palo Alto Networks PANW Stock Holding History

Aviance Capital 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	$2.43M	Sell	7,137 -100	-1%	-$22.9K	0.25%	84
2026 Q1	$1.16M	Buy	7,237 +5,750	+387%	+$966K	0.14%	140
2025 Q4	$274K	Sell	1,487 -500	-25%	-$101K	0.03%	315
2025 Q3	$405K	Buy	+1,987	New	+$380K	0.05%	264
2024 Q4	–	Sell	-1,506	Closed	-$257K	–	341
2024 Q3	$257K	Sell	1,506 -18	-1%	-$3.03K	0.03%	292
2024 Q2	$258K	Sell	1,524 -4,958	-76%	-$742K	0.04%	280
2024 Q1	$921K	Buy	+6,482	New	+$1.02M	0.14%	159
2020 Q4	–	Sell	-36,000	Closed	-$1.47M	–	260
2020 Q3	$1.47M	Buy	+36,000	New	+$1.5M	0.33%	77
2017 Q1	–	Sell	-11,652	Closed	-$243K	–	204
2016 Q4	$243K	Sell	11,652 -1,110	-9%	-$26.6K	0.09%	188
2016 Q3	$339K	Buy	12,762 +1,002	+9%	+$22.8K	0.12%	157
2016 Q2	$240K	Buy	11,760 +2,460	+26%	+$57K	0.09%	181
2016 Q1	$253K	Sell	9,300 -39,090	-81%	-$961K	0.09%	166
2015 Q4	$1.42M	Sell	48,390 -2,634	-5%	-$76K	0.49%	55
2015 Q3	$1.46M	Buy	+51,024	New	+$1.51M	0.6%	46

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

Aviance Capital Partners's PANW Position: Q2 2026 in Review

Aviance Capital Partners reduced its Palo Alto Networks (PANW) stake by 1.4% in Q2 2026, selling an estimated $22.9K and leaving 7,137 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #84.

Aviance Capital Partners first reported a position in PANW in Q3 2015 and has held it in 14 quarters since. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Aviance Capital Partners held 7,137 shares of Palo Alto Networks worth $2.43M as of Q2 2026.
Aviance Capital Partners sold 100 Palo Alto Networks shares in Q2 2026, an estimated $22.9K.
Palo Alto Networks made up 0.25% of Aviance Capital Partners's portfolio in Q2 2026, its #84 holding.
Aviance Capital Partners first reported a position in Palo Alto Networks in Q3 2015 and has held it in 14 quarters since.
2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.