Cascade Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$408K Hold
1,120
0.16% 51
2026
Q1
$233K Hold
1,120
0.1% 58
2025
Q4
$206K Hold
1,120
0.09% 57
2025
Q3
$243K Buy
+1,120
New +$214K 0.12% 57
2025
Q1
Sell
-1,120
Closed -$204K 49
2024
Q4
$204K Buy
+1,120
New +$212K 0.14% 47
2024
Q3
Sell
-1,360
Closed -$218K 52
2024
Q2
$218K Buy
+1,360
New +$203K 0.16% 48

Other funds holding PANW

Cascade Wealth Advisors's PANW Position: Q2 2026 in Review

Cascade Wealth Advisors held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,120 shares worth $408K. The position accounts for 0.16% of the portfolio, ranked #51.

Cascade Wealth Advisors first reported a position in PANW in Q2 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cascade Wealth Advisors held 1,120 shares of Palo Alto Networks worth $408K as of Q2 2026.
  • Cascade Wealth Advisors left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.16% of Cascade Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Cascade Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.