Benchmark Financial Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Buy
+878
New +$201K 0.07% 109
2025
Q3
– Sell
-1,669
Closed -$342K – 127
2025
Q2
$342K Buy
+1,669
New +$310K 0.11% 84

Other funds holding PANW

Benchmark Financial Wealth Advisors's PANW Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 878 shares worth $299K. The stake represents 0.07% of the portfolio and ranks #109 among its holdings. This is a return to the name: Benchmark Financial Wealth Advisors previously reported a position in PANW as recently as Q2 2025.

Benchmark Financial Wealth Advisors first reported a position in PANW in Q2 2025 and has held it in 2 quarters since. The position peaked at $342K in Q2 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 878 shares of Palo Alto Networks worth $299K as of Q2 2026.
  • Palo Alto Networks was a new Benchmark Financial Wealth Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.07% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 2 quarters since.
  • Benchmark Financial Wealth Advisors's Palo Alto Networks position peaked at $342K in Q2 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.