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Beacon Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Beacon Investment Advisors’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 		$781K Hold
2,290
– – 0.25% 93
2026
Q1 		$367K Hold
2,290
– – 0.14% 128
2025
Q4 		$422K Buy
2,290
+5
+0.2% +$1.01K 0.17% 115
2025
Q3 		$465K Hold
2,285
– – 0.19% 108
2025
Q2 		$458K Hold
2,285
– – 0.2% 109
2025
Q1 		$390K Buy
2,285
+207
+10% +$38.3K 0.18% 116
2024
Q4 		$378K Sell
2,078
-2
-0.1% -$378 0.18% 113
2024
Q3 		$355K Hold
2,080
– – 0.17% 121
2024
Q2 		$353K Hold
2,080
– – 0.18% 120
2024
Q1 		$295K Buy
2,080
+4
+0.2% +$631 0.17% 107
2023
Q4 		$306K Buy
+2,076
New +$278K 0.2% 104
2023
Q3 		– Sell
-1,686
Closed -$215K – 130
2023
Q2 		$215K Buy
+1,686
New +$175K 0.15% 118

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

Beacon Investment Advisors's PANW Position: Q2 2026 in Review

Beacon Investment Advisors held its Palo Alto Networks (PANW) position steady in Q2 2026 at 2,290 shares worth $781K. The position accounts for 0.25% of the portfolio, ranked #93.

Beacon Investment Advisors first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Beacon Investment Advisors held 2,290 shares of Palo Alto Networks worth $781K as of Q2 2026.
  • Beacon Investment Advisors left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.25% of Beacon Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Beacon Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.