Bartlett & Co Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bartlett & Co 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	$129M	Buy	377,013 +26,126	+7%	+$5.98M	1.61%	15
2026 Q1	$64.8M	Buy	350,887 +86,244	+33%	+$14.5M	0.83%	33
2025 Q4	$48.7M	Buy	264,643 +86,357	+48%	+$17.4M	0.64%	46
2025 Q3	$36.3M	Buy	178,286 +174,705	+4,879%	+$33.4M	0.48%	54
2025 Q2	$733K	Buy	3,581 +251	+8%	+$46.6K	0.01%	291
2025 Q1	$568K	Buy	3,330 +34	+1%	+$6.29K	0.01%	314
2024 Q4	$600K	Hold	3,296	–	–	0.01%	303
2024 Q3	$563K	Sell	3,296 -122	-4%	-$20.5K	0.01%	317
2024 Q2	$579K	Buy	3,418 +1,880	+122%	+$281K	0.01%	305
2024 Q1	$218K	Sell	1,538 -200	-12%	-$31.5K	﹤0.01%	442
2023 Q4	$257K	Buy	1,738 +858	+98%	+$115K	﹤0.01%	439
2023 Q3	$103K	Buy	880 +538	+157%	+$63.7K	﹤0.01%	533
2023 Q2	$43.7K	Buy	+342	New	+$35.6K	﹤0.01%	693
2022 Q3	–	Sell	-54	Closed	-$4.45K	–	1249
2022 Q2	$4.45K	Buy	+54	New	+$4.79K	﹤0.01%	1037
2019 Q2	–	Sell	-24	Closed	-$972	–	795
2019 Q1	$972	Buy	+24	New	+$890	﹤0.01%	684

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

Bartlett & Co Wealth Management's PANW Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Palo Alto Networks (PANW) stake by 7.4% in Q2 2026, buying an estimated $5.98M and bringing the position to 377,013 shares worth $129M. The position accounts for 1.61% of the portfolio, ranked #15.

Bartlett & Co Wealth Management first reported a position in PANW in Q1 2019 and has held it in 15 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bartlett & Co Wealth Management held 377,013 shares of Palo Alto Networks worth $129M as of Q2 2026.
Bartlett & Co Wealth Management bought 26,126 Palo Alto Networks shares in Q2 2026, an estimated $5.98M.
Palo Alto Networks made up 1.61% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #15 holding.
Bartlett & Co Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 15 quarters since.
2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.