CPWL
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Coquina Private Wealth LLC’s Palo Alto Networks PANW Stock Holding History

Coquina Private Wealth LLC’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 		$1.71M Hold
5,000
– – 1.16% 18
2026
Q1 		$802K Hold
5,000
– – 0.64% 28
2025
Q4 		$921K Buy
+5,000
New +$1.01M 0.74% 28

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Coquina Private Wealth LLC's PANW Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Palo Alto Networks (PANW) position steady in Q2 2026 at 5,000 shares worth $1.71M. The position accounts for 1.16% of the portfolio, ranked #18.

Coquina Private Wealth LLC first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,862 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Coquina Private Wealth LLC held 5,000 shares of Palo Alto Networks worth $1.71M as of Q2 2026.
  • Coquina Private Wealth LLC left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 1.16% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #18 holding.
  • Coquina Private Wealth LLC first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.