Dynasty 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
$309K Sell
905
-676
-43% -$155K ﹤0.01% 313
2026
Q1
$253K Sell
1,581
-1,413
-47% -$237K ﹤0.01% 305
2025
Q4
$551K Buy
2,994
+309
+12% +$62.3K 0.01% 232
2025
Q3
$547K Buy
+2,685
New +$514K 0.01% 214

Other funds holding PANW

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

Dynasty Wealth Management reduced its Palo Alto Networks (PANW) stake by 43% in Q2 2026, selling an estimated $155K and leaving 905 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Dynasty Wealth Management first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $551K in Q4 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Dynasty Wealth Management held 905 shares of Palo Alto Networks worth $309K as of Q2 2026.
  • Dynasty Wealth Management sold 676 Palo Alto Networks shares in Q2 2026, an estimated $155K.
  • Palo Alto Networks made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Dynasty Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Palo Alto Networks position peaked at $551K in Q4 2025.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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