Baker Tilly Wealth Management’s Palo Alto Networks PANW Stock Holding History

Baker Tilly 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	$218K	Buy	+638	New	+$146K	0.05%	268
2024 Q3	–	Sell	-1,952	Closed	-$331K	–	274
2024 Q2	$331K	Sell	1,952 -2,594	-57%	-$388K	0.14%	181
2024 Q1	$646K	Sell	4,546 -422	-8%	-$66.6K	0.12%	193
2023 Q4	$732K	Sell	4,968 -208	-4%	-$27.8K	0.12%	185
2023 Q3	$607K	Sell	5,176 -2,150	-29%	-$254K	0.1%	212
2023 Q2	$936K	Sell	7,326 -1,876	-20%	-$195K	0.1%	211
2023 Q1	$919K	Sell	9,202 -44	-0.5%	-$3.73K	0.1%	214
2022 Q4	$645K	Sell	9,246 -382	-4%	-$30.7K	0.08%	270
2022 Q3	$788K	Buy	9,628 +130	+1%	+$11.3K	0.11%	204
2022 Q2	$782K	Buy	9,498 +2,112	+29%	+$187K	0.1%	215
2022 Q1	$766K	Sell	7,386 -2,838	-28%	-$254K	0.08%	240
2021 Q4	$949K	Buy	10,224 +222	+2%	+$19.2K	0.1%	214
2021 Q3	$798K	Buy	10,002 +4,866	+95%	+$342K	0.11%	204
2021 Q2	$318K	Buy	5,136 +1,140	+29%	+$67.5K	0.05%	382
2021 Q1	$214K	Buy	3,996 +444	+13%	+$26.4K	0.04%	438
2020 Q4	$210K	Buy	+3,552	New	+$166K	0.06%	311

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

Baker Tilly Wealth Management's PANW Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 638 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in PANW as recently as Q2 2024.

Baker Tilly Wealth Management first reported a position in PANW in Q4 2020 and has held it in 16 quarters since. The position peaked at $949K in Q4 2021. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Baker Tilly Wealth Management held 638 shares of Palo Alto Networks worth $218K as of Q2 2026.
Palo Alto Networks was a new Baker Tilly Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #268 holding.
Baker Tilly Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 16 quarters since.
Baker Tilly Wealth Management's Palo Alto Networks position peaked at $949K in Q4 2021.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.