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Boomfish Wealth Group’s Palo Alto Networks PANW Stock Holding History

Boomfish Wealth 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
Q3 		$4.05M Sell
10,181
-203
-2% -$72.2K 1.75% 18
2026
Q2 		$3.54M Sell
10,384
-6,652
-39% -$1.52M 1.61% 19
2026
Q1 		$2.73M Buy
17,036
+527
+3% +$88.5K 1.46% 27
2025
Q4 		$3.04M Sell
16,509
-179
-1% -$36.1K 1.63% 21
2025
Q3 		$3.4M Buy
16,688
+660
+4% +$126K 1.83% 14
2025
Q2 		$3.28M Buy
16,028
+255
+2% +$47.4K 1.89% 10
2025
Q1 		$2.69M Sell
15,773
-306
-2% -$56.6K 1.75% 12
2024
Q4 		$2.93M Sell
16,079
-455
-3% -$86K 1.78% 13
2024
Q3 		$2.83M Sell
16,534
-442
-3% -$74.4K 1.73% 11
2024
Q2 		$2.88M Sell
16,976
-604
-3% -$90.3K 1.86% 9
2024
Q1 		$2.5M Sell
17,580
-1,468
-8% -$232K 1.68% 20
2023
Q4 		$2.81M Buy
+19,048
New +$2.55M 2.03% 6

Other funds holding PANW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boomfish Wealth Group's PANW Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Palo Alto Networks (PANW) stake by 2% in Q3 2026, selling an estimated $72.2K and leaving 10,181 shares worth $4.05M. The position accounts for 1.75% of the portfolio, ranked #18.

Boomfish Wealth Group first reported a position in PANW in Q4 2023 and has held it in 12 quarters since. 2,396 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Boomfish Wealth Group held 10,181 shares of Palo Alto Networks worth $4.05M as of Q3 2026.
  • Boomfish Wealth Group sold 203 Palo Alto Networks shares in Q3 2026, an estimated $72.2K.
  • Palo Alto Networks made up 1.75% of Boomfish Wealth Group's portfolio in Q3 2026, its #18 holding.
  • Boomfish Wealth Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 12 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.