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Berger Financial Group’s Palo Alto Networks PANW Stock Holding History

Berger Financial Group’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 		$2.47M Sell
7,247
-147
-2% -$33.6K 0.13% 129
2026
Q1 		$1.19M Sell
7,394
-137
-2% -$23K 0.07% 192
2025
Q4 		$1.39M Sell
7,531
-183
-2% -$36.9K 0.08% 179
2025
Q3 		$1.57M Sell
7,714
-38
-0.5% -$7.27K 0.09% 163
2025
Q2 		$1.59M Buy
7,752
+38
+0.5% +$7.06K 0.1% 152
2025
Q1 		$1.32M Hold
7,714
– – 0.09% 160
2024
Q4 		$1.4M Buy
7,714
+4,348
+129% +$821K 0.1% 153
2024
Q3 		$575K Buy
3,366
+396
+13% +$66.7K 0.04% 219
2024
Q2 		$503K Buy
2,970
+634
+27% +$94.8K 0.04% 211
2024
Q1 		$332K Buy
2,336
+88
+4% +$13.9K 0.03% 263
2023
Q4 		$331K Buy
2,248
+16
+0.7% +$2.14K 0.03% 214
2023
Q3 		$262K Buy
2,232
+228
+11% +$27K 0.03% 226
2023
Q2 		$256K Buy
+2,004
New +$209K 0.03% 240

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 $3.38T AUM 44.17% 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

Berger Financial Group's PANW Position: Q2 2026 in Review

Berger Financial Group reduced its Palo Alto Networks (PANW) stake by 2% in Q2 2026, selling an estimated $33.6K and leaving 7,247 shares worth $2.47M. The position accounts for 0.13% of the portfolio, ranked #129.

Berger Financial Group first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Berger Financial Group held 7,247 shares of Palo Alto Networks worth $2.47M as of Q2 2026.
  • Berger Financial Group sold 147 Palo Alto Networks shares in Q2 2026, an estimated $33.6K.
  • Palo Alto Networks made up 0.13% of Berger Financial Group's portfolio in Q2 2026, its #129 holding.
  • Berger Financial Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.