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

Circle 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 		$7.15M Buy
20,963
+7,035
+51% +$1.61M 0.09% 50
2026
Q1 		$2.23M Buy
13,928
+2,724
+24% +$458K 0.03% 81
2025
Q4 		$2.06M Buy
11,204
+75
+0.7% +$15.1K 0.03% 82
2025
Q3 		$2.27M Hold
11,129
– – 0.04% 75
2025
Q2 		$2.28M Sell
11,129
-74
-0.7% -$13.7K 0.05% 73
2025
Q1 		$1.91M Buy
11,203
+85
+0.8% +$15.7K 0.04% 74
2024
Q4 		$2.02M Sell
11,118
-138
-1% -$26.1K 0.04% 70
2024
Q3 		$1.92M Buy
11,256
+4,372
+64% +$736K 0.04% 74
2024
Q2 		$1.17M Buy
6,884
+1,586
+30% +$237K 0.03% 89
2024
Q1 		$753K Sell
5,298
-18
-0.3% -$2.84K 0.02% 119
2023
Q4 		$784K Sell
5,316
-974
-15% -$130K 0.02% 104
2023
Q3 		$737K Buy
6,290
+1,280
+26% +$151K 0.02% 100
2023
Q2 		$640K Buy
5,010
+88
+2% +$9.16K 0.08% 86
2023
Q1 		$492K Hold
4,922
– – 0.07% 97
2022
Q4 		$343K Buy
4,922
+56
+1% +$4.5K 0.05% 125
2022
Q3 		$399K Buy
4,866
+48
+1% +$4.16K 0.07% 111
2022
Q2 		$397K Buy
4,818
+48
+1% +$4.26K 0.06% 116
2022
Q1 		$495K Hold
4,770
– – 0.07% 125
2021
Q4 		$443K Buy
+4,770
New +$413K 0.06% 134
2021
Q1 		– Sell
-34,770
Closed -$2.06M – 203
2020
Q4 		$2.06M Hold
34,770
– – 0.29% 41
2020
Q3 		$1.42M Buy
34,770
+270
+0.8% +$11.2K 0.23% 48
2020
Q2 		$1.32M Sell
34,500
-6,000
-15% -$211K 0.23% 50
2020
Q1 		$1.11M Sell
40,500
-5,100
-11% -$178K 0.22% 56
2019
Q4 		$1.76M Hold
45,600
– – 0.3% 37
2019
Q3 		$1.55M Sell
45,600
-2,700
-6% -$95.6K 0.33% 38
2019
Q2 		$1.64M Sell
48,300
-12,600
-21% -$471K 0.36% 35
2019
Q1 		$2.46M Buy
+60,900
New +$2.26M 0.55% 23

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

Circle Wealth Management's PANW Position: Q2 2026 in Review

Circle Wealth Management increased its Palo Alto Networks (PANW) stake by 51% in Q2 2026, buying an estimated $1.61M and bringing the position to 20,963 shares worth $7.15M. The position accounts for 0.09% of the portfolio, ranked #50.

Circle Wealth Management first reported a position in PANW in Q1 2019 and has held it in 27 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Circle Wealth Management held 20,963 shares of Palo Alto Networks worth $7.15M as of Q2 2026.
  • Circle Wealth Management bought 7,035 Palo Alto Networks shares in Q2 2026, an estimated $1.61M.
  • Palo Alto Networks made up 0.09% of Circle Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Circle Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 27 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.