BRPW
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Ballast Rock Private Wealth’s Palo Alto Networks PANW Stock Holding History

Ballast Rock Private 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 		$295K Buy
+864
New +$198K 0.14% 153
2026
Q1 		– Sell
-1,464
Closed -$270K – 184
2025
Q4 		$270K Buy
+1,464
New +$295K 0.17% 149

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

Ballast Rock Private Wealth's PANW Position: Q2 2026 in Review

Ballast Rock Private Wealth opened a new position in Palo Alto Networks (PANW) in Q2 2026: 864 shares worth $295K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings. This is a return to the name: Ballast Rock Private Wealth previously reported a position in PANW as recently as Q4 2025.

Ballast Rock Private Wealth first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Ballast Rock Private Wealth held 864 shares of Palo Alto Networks worth $295K as of Q2 2026.
  • Palo Alto Networks was a new Ballast Rock Private Wealth position in Q2 2026.
  • Palo Alto Networks made up 0.14% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #153 holding.
  • Ballast Rock Private Wealth first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.