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Cassaday & Co Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cassaday & Co 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 		$2.23M Buy
6,532
+1
+0% +$229 0.04% 93
2026
Q1 		$1.05M Sell
6,531
-45
-0.7% -$7.56K 0.02% 134
2025
Q4 		$1.21M Buy
6,576
+731
+13% +$147K 0.03% 119
2025
Q3 		$1.19M Buy
5,845
+52
+0.9% +$9.95K 0.03% 118
2025
Q2 		$1.19M Buy
5,793
+193
+3% +$35.8K 0.03% 111
2025
Q1 		$956K Sell
5,600
-120
-2% -$22.2K 0.03% 124
2024
Q4 		$1.04M Buy
5,720
+2,212
+63% +$418K 0.03% 113
2024
Q3 		$600K Buy
3,508
+92
+3% +$15.5K 0.02% 166
2024
Q2 		$579K Buy
3,416
+320
+10% +$47.9K 0.02% 157
2024
Q1 		$440K Buy
3,096
+42
+1% +$6.63K 0.01% 181
2023
Q4 		$450K Buy
3,054
+516
+20% +$69K 0.02% 169
2023
Q3 		$298K Buy
2,538
+36
+1% +$4.26K 0.01% 191
2023
Q2 		$320K Buy
+2,502
New +$260K 0.01% 192

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's PANW Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Palo Alto Networks (PANW) stake by 0.02% in Q2 2026, buying an estimated $229 and bringing the position to 6,532 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #93.

Cassaday & Co Wealth Management first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,532 shares of Palo Alto Networks worth $2.23M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 Palo Alto Networks share in Q2 2026, an estimated $229.
  • Palo Alto Networks made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Cassaday & Co Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.