Bedel Financial Consulting’s Palo Alto Networks PANW Stock Holding History

Bedel Financial Consulting’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	$208K	Buy	+610	New	+$140K	0.02%	301
2022 Q2	–	Sell	-714	Closed	-$74K	–	672
2022 Q1	$74K	Hold	714	–	–	0.02%	329
2021 Q4	$66K	Hold	714	–	–	0.02%	345
2021 Q3	$57K	Hold	714	–	–	0.02%	363
2021 Q2	$44K	Buy	714 +450	+170%	+$26.7K	0.02%	400
2021 Q1	$14K	Hold	264	–	–	0.01%	578
2020 Q4	$16K	Hold	264	–	–	0.01%	484
2020 Q3	$11K	Buy	264 +144	+120%	+$5.99K	0.01%	504
2020 Q2	$5K	Hold	120	–	–	﹤0.01%	583
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	645
2019 Q4	$5K	Hold	120	–	–	﹤0.01%	590
2019 Q3	$4K	Hold	120	–	–	﹤0.01%	595
2019 Q2	$4K	Hold	120	–	–	﹤0.01%	594
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	570
2018 Q4	$4K	Hold	120	–	–	﹤0.01%	563
2018 Q3	$4K	Hold	120	–	–	﹤0.01%	569
2018 Q2	$4K	Sell	120 -36	-23%	-$1.2K	﹤0.01%	575
2018 Q1	$5K	Buy	+156	New	+$4.33K	﹤0.01%	542

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 $3.38T AUM 44.17% 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

Bedel Financial Consulting's PANW Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Palo Alto Networks (PANW) in Q2 2026: 610 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in PANW as recently as Q1 2022.

Bedel Financial Consulting first reported a position in PANW in Q1 2018 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bedel Financial Consulting held 610 shares of Palo Alto Networks worth $208K as of Q2 2026.
Palo Alto Networks was a new Bedel Financial Consulting position in Q2 2026.
Palo Alto Networks made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #301 holding.
Bedel Financial Consulting first reported a position in Palo Alto Networks in Q1 2018 and has held it in 18 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.