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Bragg Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Bragg Financial Advisors’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 		$11.5M Buy
33,678
+1,282
+4% +$293K 0.31% 101
2026
Q1 		$5.19M Buy
32,396
+2,971
+10% +$499K 0.16% 131
2025
Q4 		$5.42M Buy
29,425
+3,737
+15% +$754K 0.18% 134
2025
Q3 		$5.23M Buy
25,688
+5,559
+28% +$1.06M 0.17% 135
2025
Q2 		$4.12M Buy
20,129
+11,896
+144% +$2.21M 0.15% 142
2025
Q1 		$1.4M Buy
8,233
+6,793
+472% +$1.26M 0.06% 193
2024
Q4 		$262K Hold
1,440
– – 0.01% 308
2024
Q3 		$246K Buy
+1,440
New +$242K 0.01% 306

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

Bragg Financial Advisors's PANW Position: Q2 2026 in Review

Bragg Financial Advisors increased its Palo Alto Networks (PANW) stake by 4% in Q2 2026, buying an estimated $293K and bringing the position to 33,678 shares worth $11.5M. The position accounts for 0.31% of the portfolio, ranked #101.

Bragg Financial Advisors first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bragg Financial Advisors held 33,678 shares of Palo Alto Networks worth $11.5M as of Q2 2026.
  • Bragg Financial Advisors bought 1,282 Palo Alto Networks shares in Q2 2026, an estimated $293K.
  • Palo Alto Networks made up 0.31% of Bragg Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Bragg Financial Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.