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Bullock Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bullock Wealth Management’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 		$1.49M Sell
4,239
-245
-5% -$56.1K 0.65% 33
2026
Q1 		$720K Buy
4,484
+140
+3% +$23.5K 0.36% 68
2025
Q4 		$800K Buy
4,344
+274
+7% +$55.3K 0.39% 64
2025
Q3 		$842K Sell
4,070
-5
-0.1% -$957 0.42% 60
2025
Q2 		$805K Buy
4,075
+24
+0.6% +$4.46K 0.43% 57
2025
Q1 		$694K Buy
4,051
+1,538
+61% +$284K 0.39% 58
2024
Q4 		$457K Buy
2,513
+1,853
+281% +$350K 0.27% 81
2024
Q3 		$109K Buy
660
+546
+479% +$91.9K 0.07% 186
2024
Q2 		$19.4K Hold
114
– – 0.01% 307
2024
Q1 		$15.9K Buy
+114
New +$18K 0.01% 319

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

Bullock Wealth Management's PANW Position: Q2 2026 in Review

Bullock Wealth Management reduced its Palo Alto Networks (PANW) stake by 5.5% in Q2 2026, selling an estimated $56.1K and leaving 4,239 shares worth $1.49M. The position accounts for 0.65% of the portfolio, ranked #33.

Bullock Wealth Management first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,921 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bullock Wealth Management held 4,239 shares of Palo Alto Networks worth $1.49M as of Q2 2026.
  • Bullock Wealth Management sold 245 Palo Alto Networks shares in Q2 2026, an estimated $56.1K.
  • Palo Alto Networks made up 0.65% of Bullock Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Bullock Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.