BerganKDV Wealth Management’s Palo Alto Networks PANW Stock Holding History

BerganKDV 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
2023 Q2	$16.6K	Buy	130 +6	+5%	+$624	﹤0.01%	510
2023 Q1	$12.4K	Buy	124 +80	+182%	+$6.78K	﹤0.01%	572
2022 Q4	$3.07K	Buy	44 +4	+10%	+$321	﹤0.01%	748
2022 Q3	$3K	Buy	40 +4	+11%	+$346	﹤0.01%	769
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	782
2022 Q1	$4K	Buy	36 +6	+20%	+$537	﹤0.01%	766
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	875
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	897
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	835
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	796
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	793
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	843
2020 Q2	$1K	Buy	+30	New	+$1.06K	﹤0.01%	887

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BerganKDV Wealth Management's PANW Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Palo Alto Networks (PANW) stake by 4.8% in Q2 2023, buying an estimated $624 and bringing the position to 130 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

BerganKDV Wealth Management first reported a position in PANW in Q2 2020 and has held it in 13 quarters since. 1,593 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

BerganKDV Wealth Management held 130 shares of Palo Alto Networks worth $16.6K as of Q2 2023.
BerganKDV Wealth Management bought 6 Palo Alto Networks shares in Q2 2023, an estimated $624.
Palo Alto Networks made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #510 holding.
BerganKDV Wealth Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 13 quarters since.
1,593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.