BSW
PANW icon

Buckingham Strategic Wealth’s Palo Alto Networks PANW Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$2.24M Sell
13,212
-274
-2% -$41K 0.02% 225
2024
Q1 		$1.92M Buy
13,486
+112
+0.8% +$17.7K 0.02% 245
2023
Q4 		$1.97M Buy
13,374
+4,276
+47% +$572K 0.02% 234
2023
Q3 		$1.07M Buy
9,098
+98
+1% +$11.6K 0.02% 284
2023
Q2 		$1.15M Buy
9,000
+138
+2% +$14.4K 0.02% 276
2023
Q1 		$618K Hold
8,862
– – 0.01% 340
2022
Q4 		$618K Sell
8,862
-138
-2% -$11.1K 0.01% 342
2022
Q3 		$737K Buy
9,000
+66
+0.7% +$5.71K 0.02% 296
2022
Q2 		$735K Buy
8,934
+384
+4% +$34.1K 0.01% 298
2022
Q1 		$887K Buy
8,550
+270
+3% +$24.2K 0.02% 268
2021
Q4 		$768K Sell
8,280
-330
-4% -$28.5K 0.01% 292
2021
Q3 		$687K Buy
8,610
+72
+0.8% +$5.06K 0.01% 301
2021
Q2 		$528K Hold
8,538
– – 0.01% 339
2021
Q1 		$458K Sell
8,538
-12
-0.1% -$713 0.02% 349
2020
Q4 		$506K Buy
8,550
+360
+4% +$16.8K 0.03% 314
2020
Q3 		$334K Buy
+8,190
New +$341K 0.03% 341
2020
Q2 		– Sell
-8,424
Closed -$230K – 453
2020
Q1 		$230K Buy
8,424
+198
+2% +$6.91K 0.02% 400
2019
Q4 		$317K Buy
+8,226
New +$311K 0.03% 344
2019
Q2 		– Sell
-5,376
Closed -$218K – 456
2019
Q1 		$218K Buy
+5,376
New +$199K 0.03% 375

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth's PANW Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Palo Alto Networks (PANW) stake by 2% in Q2 2024, selling an estimated $41K and leaving 13,212 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #225.

Buckingham Strategic Wealth first reported a position in PANW in Q1 2019 and has held it in 19 quarters since. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Buckingham Strategic Wealth held 13,212 shares of Palo Alto Networks worth $2.24M as of Q2 2024.
  • Buckingham Strategic Wealth sold 274 Palo Alto Networks shares in Q2 2024, an estimated $41K.
  • Palo Alto Networks made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #225 holding.
  • Buckingham Strategic Wealth first reported a position in Palo Alto Networks in Q1 2019 and has held it in 19 quarters since.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.