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Daymark Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Daymark 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 		$38.6M Sell
113,333
-6,246
-5% -$1.43M 0.94% 22
2026
Q1 		$19.2M Buy
119,579
+80,069
+203% +$13.5M 0.6% 36
2025
Q4 		$7.28M Buy
39,510
+32,327
+450% +$6.52M 0.23% 85
2025
Q3 		$1.46M Buy
7,183
+2,841
+65% +$544K 0.05% 229
2025
Q2 		$889K Buy
4,342
+1,666
+62% +$309K 0.03% 281
2025
Q1 		$457K Buy
2,676
+158
+6% +$29.2K 0.02% 340
2024
Q4 		$458K Sell
2,518
-614
-20% -$116K 0.02% 339
2024
Q3 		$535K Buy
3,132
+270
+9% +$45.4K 0.02% 325
2024
Q2 		$485K Buy
2,862
+114
+4% +$17.1K 0.02% 324
2024
Q1 		$390K Buy
2,748
+214
+8% +$33.8K 0.02% 302
2023
Q4 		$374K Buy
2,534
+10
+0.4% +$1.34K 0.02% 287
2023
Q3 		$296K Sell
2,524
-392
-13% -$46.4K 0.02% 310
2023
Q2 		$373K Buy
2,916
+120
+4% +$12.5K 0.03% 273
2023
Q1 		$279K Buy
+2,796
New +$237K 0.04% 247

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

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

Daymark Wealth Partners reduced its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, selling an estimated $1.43M and leaving 113,333 shares worth $38.6M. The position accounts for 0.94% of the portfolio, ranked #22.

Daymark Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Daymark Wealth Partners held 113,333 shares of Palo Alto Networks worth $38.6M as of Q2 2026.
  • Daymark Wealth Partners sold 6,246 Palo Alto Networks shares in Q2 2026, an estimated $1.43M.
  • Palo Alto Networks made up 0.94% of Daymark Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Daymark Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.