Aviso Wealth Management’s Palo Alto Networks PANW Stock Holding History

Aviso Wealth Management’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	$479K	Sell	1,406 -41	-3%	-$9.38K	0.16%	100
2026 Q1	$232K	Sell	1,447 -122	-8%	-$20.5K	0.1%	130
2025 Q4	$289K	Sell	1,569 -78	-5%	-$15.7K	0.12%	122
2025 Q3	$335K	Sell	1,647 -304	-16%	-$58.2K	0.15%	108
2025 Q2	$399K	Sell	1,951 -601	-24%	-$112K	0.19%	104
2025 Q1	$435K	Sell	2,552 -2,272	-47%	-$420K	0.23%	90
2024 Q4	$878K	Sell	4,824 -164	-3%	-$31K	0.45%	62
2024 Q3	$852K	Sell	4,988 -300	-6%	-$50.5K	0.46%	60
2024 Q2	$896K	Buy	5,288 +1,104	+26%	+$165K	0.53%	46
2024 Q1	$594K	Buy	4,184 +1,862	+80%	+$294K	0.37%	69
2023 Q4	$342K	Buy	+2,322	New	+$310K	0.25%	95

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

Aviso Wealth Management's PANW Position: Q2 2026 in Review

Aviso Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, selling an estimated $9.38K and leaving 1,406 shares worth $479K. The position accounts for 0.16% of the portfolio, ranked #100.

Aviso Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $896K in Q2 2024. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Aviso Wealth Management held 1,406 shares of Palo Alto Networks worth $479K as of Q2 2026.
Aviso Wealth Management sold 41 Palo Alto Networks shares in Q2 2026, an estimated $9.38K.
Palo Alto Networks made up 0.16% of Aviso Wealth Management's portfolio in Q2 2026, its #100 holding.
Aviso Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Palo Alto Networks position peaked at $896K in Q2 2024.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.