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Avion Wealth’s Palo Alto Networks PANW Stock Holding History

Avion 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 		$109K Sell
320
-27
-8% -$6.18K 0.02% 167
2026
Q1 		$55K Buy
347
+130
+60% +$21.8K 0.01% 199
2025
Q4 		$39K Buy
217
+3
+1% +$605 0.01% 235
2025
Q3 		$43K Sell
214
-2
-0.9% -$383 0.01% 232
2025
Q2 		$44K Buy
216
+36
+20% +$6.68K 0.01% 215
2025
Q1 		$32K Hold
180
– – 0.01% 240
2024
Q4 		$32K Buy
180
+8
+5% +$1.51K 0.01% 240
2024
Q3 		$29K Buy
172
+14
+9% +$2.36K 0.01% 220
2024
Q2 		$26K Buy
158
+16
+11% +$2.39K 0.01% 215
2024
Q1 		$21K Buy
142
+96
+209% +$15.1K 0.01% 220
2023
Q4 		$7K Buy
46
+4
+10% +$535 ﹤0.01% 335
2023
Q3 		$4K Buy
42
+8
+24% +$947 ﹤0.01% 396
2023
Q2 		$4K Buy
+34
New +$3.54K ﹤0.01% 390

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

Avion Wealth's PANW Position: Q2 2026 in Review

Avion Wealth reduced its Palo Alto Networks (PANW) stake by 7.8% in Q2 2026, selling an estimated $6.18K and leaving 320 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #167.

Avion Wealth first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Avion Wealth held 320 shares of Palo Alto Networks worth $109K as of Q2 2026.
  • Avion Wealth sold 27 Palo Alto Networks shares in Q2 2026, an estimated $6.18K.
  • Palo Alto Networks made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #167 holding.
  • Avion Wealth first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.