Beacon Investment Advisory Services’s Palo Alto Networks PANW Stock Holding History

Beacon Investment Advisory Services’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	$50M	Sell	146,516 -7,433	-5%	-$1.7M	1.86%	15
2026 Q1	$24.7M	Sell	153,949 -13,246	-8%	-$2.23M	1.01%	30
2025 Q4	$30.8M	Sell	167,195 -4,660	-3%	-$940K	1.26%	23
2025 Q3	$35M	Sell	171,855 -1,647	-0.9%	-$315K	1.47%	18
2025 Q2	$35.5M	Buy	173,502 +64,937	+60%	+$12.1M	1.57%	15
2025 Q1	$18.5M	Buy	108,565 +4,414	+4%	+$816K	0.87%	39
2024 Q4	$19M	Buy	104,151 +3,433	+3%	+$649K	0.82%	46
2024 Q3	$17.2M	Buy	100,718 +968	+1%	+$163K	0.72%	47
2024 Q2	$16.9M	Buy	99,750 +2,608	+3%	+$390K	0.73%	47
2024 Q1	$13.8M	Buy	97,142 +86,682	+829%	+$13.7M	0.6%	53
2023 Q4	$1.54M	Sell	10,460 -644	-6%	-$86.1K	0.07%	126
2023 Q3	$1.3M	Sell	11,104 -1,362	-11%	-$161K	0.06%	136
2023 Q2	$1.59M	Buy	12,466 +54	+0.4%	+$5.62K	0.07%	136
2023 Q1	$1.24M	Buy	12,412 +1,626	+15%	+$138K	0.06%	140
2022 Q4	$753K	Buy	10,786 +6,304	+141%	+$506K	0.04%	162
2022 Q3	$367K	Buy	4,482 +24	+0.5%	+$2.08K	0.02%	209
2022 Q2	$367K	Hold	4,458	–	–	0.02%	224
2022 Q1	$463K	Sell	4,458 -6	-0.1%	-$537	0.02%	215
2021 Q4	$414K	Buy	4,464 +60	+1%	+$5.19K	0.02%	230
2021 Q3	$352K	Buy	4,404 +12	+0.3%	+$843	0.01%	239
2021 Q2	$272K	Buy	+4,392	New	+$260K	0.01%	269

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

Beacon Investment Advisory Services's PANW Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Palo Alto Networks (PANW) stake by 4.8% in Q2 2026, selling an estimated $1.7M and leaving 146,516 shares worth $50M. The position accounts for 1.86% of the portfolio, ranked #15.

Beacon Investment Advisory Services first reported a position in PANW in Q2 2021 and has held it in 21 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Beacon Investment Advisory Services held 146,516 shares of Palo Alto Networks worth $50M as of Q2 2026.
Beacon Investment Advisory Services sold 7,433 Palo Alto Networks shares in Q2 2026, an estimated $1.7M.
Palo Alto Networks made up 1.86% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #15 holding.
Beacon Investment Advisory Services first reported a position in Palo Alto Networks in Q2 2021 and has held it in 21 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.