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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$607K Buy
1,533
+17
+1% +$3.89K 0.33% 42
2026
Q1
$327K Sell
1,516
-33
-2% -$5.54K 0.19% 56
2025
Q4
$256K Buy
1,549
+126
+9% +$25.4K 0.16% 78
2025
Q3
$296K Buy
+1,423
New +$272K 0.19% 63

Other funds holding PANW

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

Daner Wealth Management increased its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, buying an estimated $3.89K and bringing the position to 1,533 shares worth $607K. The position accounts for 0.33% of the portfolio, ranked #42.

Daner Wealth Management first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Daner Wealth Management held 1,533 shares of Palo Alto Networks worth $607K as of Q2 2026.
  • Daner Wealth Management bought 17 Palo Alto Networks shares in Q2 2026, an estimated $3.89K.
  • Palo Alto Networks made up 0.33% of Daner Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Daner Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.