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

Copia 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 		$370K Sell
1,086
-93
-8% -$21.3K 0.22% 83
2026
Q1 		$189K Sell
1,179
-2
-0.2% -$336 0.13% 108
2025
Q4 		$218K Buy
1,181
+112
+10% +$22.6K 0.16% 95
2025
Q3 		$218K Buy
1,069
+100
+10% +$19.1K 0.16% 90
2025
Q2 		$198K Sell
969
-231
-19% -$42.9K 0.17% 91
2025
Q1 		$205K Hold
1,200
– – 0.19% 85
2024
Q4 		$218K Buy
+1,200
New +$227K 0.21% 77

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

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

Copia Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.9% in Q2 2026, selling an estimated $21.3K and leaving 1,086 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #83.

Copia Wealth Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Copia Wealth Management held 1,086 shares of Palo Alto Networks worth $370K as of Q2 2026.
  • Copia Wealth Management sold 93 Palo Alto Networks shares in Q2 2026, an estimated $21.3K.
  • Palo Alto Networks made up 0.22% of Copia Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Copia Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.