Centric Wealth Management
PANW icon

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

Centric 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 		$208K Hold
1,129
– – 0.03% 200
2026
Q1 		$208K Buy
+1,129
New +$190K 0.04% 194

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JP Morgan Chase
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Fidelity Investments
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Centric Wealth Management's PANW Position: Q2 2026 in Review

Centric Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,129 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #200.

Centric Wealth Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,937 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Centric Wealth Management held 1,129 shares of Palo Alto Networks worth $208K as of Q2 2026.
  • Centric Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.03% of Centric Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Centric Wealth Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.