Cerro Pacific 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
$236K Buy
+692
New +$158K 0.05% 155
2025
Q1
Sell
-609
Closed -$208K 167
2024
Q4
$208K Sell
609
-597
-50% -$113K 0.07% 155
2024
Q3
$204K Hold
1,206
0.08% 145
2024
Q2
$204K Buy
+1,206
New +$180K 0.08% 146

Other funds holding PANW

Cerro Pacific Wealth Advisors's PANW Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 692 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: Cerro Pacific Wealth Advisors previously reported a position in PANW as recently as Q4 2024.

Cerro Pacific Wealth Advisors first reported a position in PANW in Q2 2024 and has held it in 4 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 692 shares of Palo Alto Networks worth $236K as of Q2 2026.
  • Palo Alto Networks was a new Cerro Pacific Wealth Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.05% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 4 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.