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

Diversify 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	$50.1M	Sell	157,738 -8,888	-5%	-$2.03M	0.84%	23
2026 Q1	$30.2M	Buy	166,626 +112,445	+208%	+$18.9M	0.54%	29
2025 Q4	$10.3M	Buy	54,181 +2,546	+5%	+$514K	0.48%	41
2025 Q3	$11.3M	Buy	51,635 +2,000	+4%	+$383K	0.65%	28
2025 Q2	$8.71M	Buy	49,635 +4,576	+10%	+$850K	0.54%	35
2025 Q1	$8.41M	Sell	45,059 -1,664	-4%	-$308K	0.62%	28
2024 Q4	$8.1M	Buy	46,723 +17,279	+59%	+$3.26M	0.63%	33
2024 Q3	$5.27M	Sell	29,444 -1,220	-4%	-$205K	0.51%	43
2024 Q2	$4.51M	Buy	+30,664	New	+$4.59M	0.56%	39

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Diversify Wealth Management reduced its Palo Alto Networks (PANW) stake by 5.3% in Q2 2026, selling an estimated $2.03M and leaving 157,738 shares worth $50.1M. The position accounts for 0.84% of the portfolio, ranked #23.

Diversify Wealth Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Diversify Wealth Management held 157,738 shares of Palo Alto Networks worth $50.1M as of Q2 2026.
Diversify Wealth Management sold 8,888 Palo Alto Networks shares in Q2 2026, an estimated $2.03M.
Palo Alto Networks made up 0.84% of Diversify Wealth Management's portfolio in Q2 2026, its #23 holding.
Diversify Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.