DWM
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Drive Wealth Management’s Palo Alto Networks PANW Stock Holding History

Drive 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 		$843K Buy
2,474
+217
+10% +$49.7K 0.15% 116
2026
Q1 		$362K Sell
2,257
-591
-21% -$99.3K 0.08% 213
2025
Q4 		$524K Sell
2,848
-107
-4% -$21.6K 0.1% 161
2025
Q3 		$602K Buy
2,955
+71
+2% +$13.6K 0.13% 136
2025
Q2 		$590K Sell
2,884
-21
-0.7% -$3.9K 0.13% 141
2025
Q1 		$496K Buy
2,905
+937
+48% +$173K 0.12% 138
2024
Q4 		$358K Buy
1,968
+112
+6% +$21.2K 0.09% 181
2024
Q3 		$317K Buy
1,856
+76
+4% +$12.8K 0.08% 200
2024
Q2 		$302K Buy
1,780
+88
+5% +$13.2K 0.08% 194
2024
Q1 		$240K Buy
1,692
+126
+8% +$19.9K 0.07% 251
2023
Q4 		$231K Buy
+1,566
New +$209K 0.07% 250

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

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

Drive Wealth Management increased its Palo Alto Networks (PANW) stake by 9.6% in Q2 2026, buying an estimated $49.7K and bringing the position to 2,474 shares worth $843K. The position accounts for 0.15% of the portfolio, ranked #116.

Drive Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Drive Wealth Management held 2,474 shares of Palo Alto Networks worth $843K as of Q2 2026.
  • Drive Wealth Management bought 217 Palo Alto Networks shares in Q2 2026, an estimated $49.7K.
  • Palo Alto Networks made up 0.15% of Drive Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Drive Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.