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 		$4.31K Buy
+200
New +$29.9K ﹤0.01% 776

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 2,007 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.
  • 2,007 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.