Bridgewealth Advisory Group’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
$310K Buy
+908
New +$208K 0.06% 100
2025
Q3
Sell
-986
Closed -$202K 127
2025
Q2
$202K Buy
+986
New +$183K 0.05% 113
2025
Q1
Sell
-1,036
Closed -$209K 88
2024
Q4
$209K Buy
+1,036
New +$196K 0.06% 106
2024
Q1
Sell
-1,560
Closed -$230K 83
2023
Q4
$230K Buy
+1,560
New +$209K 0.18% 69

Other funds holding PANW

Bridgewealth Advisory Group's PANW Position: Q2 2026 in Review

Bridgewealth Advisory Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 908 shares worth $310K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings. This is a return to the name: Bridgewealth Advisory Group previously reported a position in PANW as recently as Q2 2025.

Bridgewealth Advisory Group first reported a position in PANW in Q4 2023 and has held it in 4 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bridgewealth Advisory Group held 908 shares of Palo Alto Networks worth $310K as of Q2 2026.
  • Palo Alto Networks was a new Bridgewealth Advisory Group position in Q2 2026.
  • Palo Alto Networks made up 0.06% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Bridgewealth Advisory Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 4 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.