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Confluence Wealth Services’s Palo Alto Networks PANW Stock Holding History

Confluence Wealth Services’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 		$817K Buy
2,397
+562
+31% +$129K 0.02% 261
2026
Q1 		$294K Buy
1,835
+154
+9% +$25.9K 0.01% 322
2025
Q4 		$310K Buy
1,681
+27
+2% +$5.45K 0.01% 315
2025
Q3 		$337K Sell
1,654
-41
-2% -$7.85K 0.02% 299
2025
Q2 		$347K Sell
1,695
-108
-6% -$20.1K 0.02% 290
2025
Q1 		$303K Buy
1,803
+480
+36% +$88.8K 0.02% 287
2024
Q4 		$248K Buy
1,323
+49
+4% +$9.26K 0.02% 297
2024
Q3 		$218K Buy
+1,274
New +$214K 0.02% 323
2022
Q1 		– Sell
-474
Closed -$43K – 880
2021
Q4 		$43K Buy
+474
New +$41K 0.01% 505

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

Confluence Wealth Services's PANW Position: Q2 2026 in Review

Confluence Wealth Services increased its Palo Alto Networks (PANW) stake by 31% in Q2 2026, buying an estimated $129K and bringing the position to 2,397 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #261.

Confluence Wealth Services first reported a position in PANW in Q4 2021 and has held it in 9 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Confluence Wealth Services held 2,397 shares of Palo Alto Networks worth $817K as of Q2 2026.
  • Confluence Wealth Services bought 562 Palo Alto Networks shares in Q2 2026, an estimated $129K.
  • Palo Alto Networks made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #261 holding.
  • Confluence Wealth Services first reported a position in Palo Alto Networks in Q4 2021 and has held it in 9 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.