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Burling Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Burling Wealth Partners’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 		$795K Buy
2,332
+4
+0.2% +$916 0.12% 109
2026
Q1 		$373K Buy
2,328
+71
+3% +$11.9K 0.06% 141
2025
Q4 		$416K Buy
2,257
+709
+46% +$143K 0.06% 145
2025
Q3 		$315K Buy
1,548
+40
+3% +$7.66K 0.05% 151
2025
Q2 		$309K Sell
1,508
-534
-26% -$99.2K 0.06% 150
2025
Q1 		$348K Hold
2,042
– – 0.07% 137
2024
Q4 		$372K Buy
+2,042
New +$386K 0.08% 133

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

Burling Wealth Partners's PANW Position: Q2 2026 in Review

Burling Wealth Partners increased its Palo Alto Networks (PANW) stake by 0.17% in Q2 2026, buying an estimated $916 and bringing the position to 2,332 shares worth $795K. The position accounts for 0.12% of the portfolio, ranked #109.

Burling Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Burling Wealth Partners held 2,332 shares of Palo Alto Networks worth $795K as of Q2 2026.
  • Burling Wealth Partners bought 4 Palo Alto Networks shares in Q2 2026, an estimated $916.
  • Palo Alto Networks made up 0.12% of Burling Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Burling Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.