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Dakota Wealth Management’s Palo Alto Networks PANW Stock Holding History

Dakota 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 		$19.1M Buy
56,023
+2,290
+4% +$524K 0.36% 65
2026
Q1 		$8.61M Sell
53,733
-3,572
-6% -$600K 0.19% 118
2025
Q4 		$10.6M Buy
57,305
+5,018
+10% +$1.01M 0.19% 102
2025
Q3 		$10.6M Buy
52,287
+6,704
+15% +$1.28M 0.21% 89
2025
Q2 		$9.33M Buy
45,583
+5,953
+15% +$1.11M 0.2% 102
2025
Q1 		$6.76M Buy
39,630
+1,697
+4% +$314K 0.16% 122
2024
Q4 		$6.9M Buy
37,933
+4,549
+14% +$859K 0.16% 122
2024
Q3 		$5.71M Buy
33,384
+1,862
+6% +$313K 0.13% 145
2024
Q2 		$5.34M Sell
31,522
-79,838
-72% -$11.9M 0.13% 149
2024
Q1 		$15.8M Buy
111,360
+65,230
+141% +$10.3M 0.39% 53
2023
Q4 		$6.8M Buy
46,130
+15,136
+49% +$2.02M 0.26% 101
2023
Q3 		$3.63M Sell
30,994
-52,306
-63% -$6.19M 0.16% 142
2023
Q2 		$10.6M Buy
83,300
+63,396
+319% +$6.6M 0.5% 52
2023
Q1 		$1.99M Buy
19,904
+14,244
+252% +$1.21M 0.13% 156
2022
Q4 		$395K Sell
5,660
-4,248
-43% -$341K 0.03% 397
2022
Q3 		$811K Buy
9,908
+5,468
+123% +$474K 0.07% 244
2022
Q2 		$365K Sell
4,440
-37,440
-89% -$3.32M 0.03% 338
2022
Q1 		$4.35M Buy
41,880
+15,780
+60% +$1.41M 0.35% 84
2021
Q4 		$2.42M Buy
26,100
+15,618
+149% +$1.35M 0.26% 103
2021
Q3 		$837K Buy
+10,482
New +$736K 0.1% 172

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

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

Dakota Wealth Management increased its Palo Alto Networks (PANW) stake by 4.3% in Q2 2026, buying an estimated $524K and bringing the position to 56,023 shares worth $19.1M. The position accounts for 0.36% of the portfolio, ranked #65.

Dakota Wealth Management first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Dakota Wealth Management held 56,023 shares of Palo Alto Networks worth $19.1M as of Q2 2026.
  • Dakota Wealth Management bought 2,290 Palo Alto Networks shares in Q2 2026, an estimated $524K.
  • Palo Alto Networks made up 0.36% of Dakota Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Dakota Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.