CWP
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Curated Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Curated Wealth Partners’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 		$358K Buy
+1,050
New +$240K 0.04% 146
2025
Q3 		– Sell
-1,138
Closed -$233K – 168
2025
Q2 		$233K Buy
+1,138
New +$211K 0.03% 144

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

Curated Wealth Partners's PANW Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,050 shares worth $358K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PANW as recently as Q2 2025.

Curated Wealth Partners first reported a position in PANW in Q2 2025 and has held it in 2 quarters since. 2,911 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Curated Wealth Partners held 1,050 shares of Palo Alto Networks worth $358K as of Q2 2026.
  • Palo Alto Networks was a new Curated Wealth Partners position in Q2 2026.
  • Palo Alto Networks made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #146 holding.
  • Curated Wealth Partners first reported a position in Palo Alto Networks in Q2 2025 and has held it in 2 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.