Bernicke Wealth Management’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
$1.53M Sell
4,481
-523
-10% -$120K 0.18% 37
2026
Q1
$802K Sell
5,004
-296
-6% -$49.7K 0.1% 60
2025
Q4
$976K Buy
+5,300
New +$1.07M 0.13% 49

Other funds holding PANW

Bernicke Wealth Management's PANW Position: Q2 2026 in Review

Bernicke Wealth Management reduced its Palo Alto Networks (PANW) stake by 10% in Q2 2026, selling an estimated $120K and leaving 4,481 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #37.

Bernicke Wealth Management first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,484 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bernicke Wealth Management held 4,481 shares of Palo Alto Networks worth $1.53M as of Q2 2026.
  • Bernicke Wealth Management sold 523 Palo Alto Networks shares in Q2 2026, an estimated $120K.
  • Palo Alto Networks made up 0.18% of Bernicke Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Bernicke Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.