CWM
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Concentrum Wealth Management’s Palo Alto Networks PANW Stock Holding History

Concentrum 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 		$376K Sell
1,102
-231
-17% -$52.9K 0.09% 84
2026
Q1 		$214K Buy
1,333
+148
+12% +$24.9K 0.06% 105
2025
Q4 		$218K Buy
1,185
+35
+3% +$7.06K 0.06% 85
2025
Q3 		$234K Sell
1,150
-702
-38% -$134K 0.07% 73
2025
Q2 		$379K Sell
1,852
-48
-3% -$8.91K 0.12% 50
2025
Q1 		$324K Sell
1,900
-546
-22% -$101K 0.12% 61
2024
Q4 		$445K Buy
2,446
+26
+1% +$4.91K 0.16% 52
2024
Q3 		$414K Buy
2,420
+2
+0.1% +$337 0.16% 50
2024
Q2 		$410K Sell
2,418
-68
-3% -$10.2K 0.17% 48
2024
Q1 		$353K Buy
2,486
+800
+47% +$126K 0.16% 50
2023
Q4 		$249K Buy
+1,686
New +$225K 0.13% 58

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

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

Concentrum Wealth Management reduced its Palo Alto Networks (PANW) stake by 17% in Q2 2026, selling an estimated $52.9K and leaving 1,102 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #84.

Concentrum Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $445K in Q4 2024. 2,898 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Concentrum Wealth Management held 1,102 shares of Palo Alto Networks worth $376K as of Q2 2026.
  • Concentrum Wealth Management sold 231 Palo Alto Networks shares in Q2 2026, an estimated $52.9K.
  • Palo Alto Networks made up 0.09% of Concentrum Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Concentrum Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • Concentrum Wealth Management's Palo Alto Networks position peaked at $445K in Q4 2024.
  • 2,898 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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