Broadway Wealth Solutions’s Palo Alto Networks PANW Stock Holding History

Broadway Wealth Solutions’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	$984K	Sell	2,477 -502	-17%	-$179K	0.44%	23
2026 Q2	$1.02M	Sell	2,979 -580	-16%	-$133K	0.47%	23
2026 Q1	$571K	Buy	3,559 +564	+19%	+$94.8K	0.3%	29
2025 Q4	$552K	Buy	2,995 +91	+3%	+$18.4K	0.29%	30
2025 Q3	$591K	Buy	2,904 +135	+5%	+$25.8K	0.33%	27
2025 Q2	$567K	Buy	2,769 +7	+0.3%	+$1.3K	0.35%	27
2025 Q1	$471K	Sell	2,762 -93	-3%	-$17.2K	0.34%	26
2024 Q4	$519K	Buy	+2,855	New	+$539K	0.39%	25

Other funds holding PANW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Broadway Wealth Solutions's PANW Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Palo Alto Networks (PANW) stake by 17% in Q3 2026, selling an estimated $179K and leaving 2,477 shares worth $984K. The position accounts for 0.44% of the portfolio, ranked #23.

Broadway Wealth Solutions first reported a position in PANW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2026. 2,119 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Broadway Wealth Solutions held 2,477 shares of Palo Alto Networks worth $984K as of Q3 2026.
Broadway Wealth Solutions sold 502 Palo Alto Networks shares in Q3 2026, an estimated $179K.
Palo Alto Networks made up 0.44% of Broadway Wealth Solutions's portfolio in Q3 2026, its #23 holding.
Broadway Wealth Solutions first reported a position in Palo Alto Networks in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's Palo Alto Networks position peaked at $1.02M in Q2 2026.
2,119 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.