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Balboa Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Balboa Wealth 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 		$2.07M Sell
6,078
-78
-1% -$17.9K 0.28% 62
2026
Q1 		$987K Buy
6,156
+1,392
+29% +$234K 0.17% 103
2025
Q4 		$878K Sell
4,764
-549
-10% -$111K 0.15% 113
2025
Q3 		$1.08M Buy
5,313
+280
+6% +$53.6K 0.19% 84
2025
Q2 		$1.03M Buy
5,033
+442
+10% +$82.1K 0.21% 89
2025
Q1 		$783K Sell
4,591
-188
-4% -$34.8K 0.19% 93
2024
Q4 		$870K Sell
4,779
-891
-16% -$168K 0.2% 89
2024
Q3 		$969K Sell
5,670
-5,032
-47% -$847K 0.24% 78
2024
Q2 		$1.81M Sell
10,702
-1,654
-13% -$247K 0.48% 33
2024
Q1 		$1.76M Buy
12,356
+4,560
+58% +$719K 0.52% 36
2023
Q4 		$1.15M Buy
7,796
+4,636
+147% +$620K 0.38% 43
2023
Q3 		$370K Sell
3,160
-792
-20% -$93.7K 0.14% 125
2023
Q2 		$505K Buy
3,952
+236
+6% +$24.6K 0.18% 111
2023
Q1 		$371K Buy
3,716
+250
+7% +$21.2K 0.14% 135
2022
Q4 		$242K Buy
3,466
+214
+7% +$17.2K 0.11% 189
2022
Q3 		$266K Buy
+3,252
New +$282K 0.12% 155

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 $3.38T AUM 44.17% 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

Balboa Wealth Partners's PANW Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, selling an estimated $17.9K and leaving 6,078 shares worth $2.07M. The position accounts for 0.28% of the portfolio, ranked #62.

Balboa Wealth Partners first reported a position in PANW in Q3 2022 and has held it in 16 quarters since. 2,925 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Balboa Wealth Partners held 6,078 shares of Palo Alto Networks worth $2.07M as of Q2 2026.
  • Balboa Wealth Partners sold 78 Palo Alto Networks shares in Q2 2026, an estimated $17.9K.
  • Palo Alto Networks made up 0.28% of Balboa Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Balboa Wealth Partners first reported a position in Palo Alto Networks in Q3 2022 and has held it in 16 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.