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

Elite 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	$212K	Buy	+621	New	+$142K	0.06%	46
2025 Q1	–	Sell	-1,346	Closed	-$245K	–	38
2024 Q4	$245K	Buy	1,346 +2	+0.1%	+$378	0.03%	34
2024 Q3	$230K	Sell	1,344 -234	-15%	-$39.4K	0.03%	38
2024 Q2	$267K	Sell	1,578 -33,412	-95%	-$5M	0.01%	40
2024 Q1	$4.97M	Sell	34,990 -8,968	-20%	-$1.41M	0.18%	16
2023 Q4	$6.48M	Sell	43,958 -1,856	-4%	-$248K	0.4%	10
2023 Q3	$5.37M	Buy	45,814 +4,500	+11%	+$533K	0.39%	13
2023 Q2	$5.28M	Buy	+41,314	New	+$4.3M	0.41%	11

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

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

Elite Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 621 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #46 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in PANW as recently as Q4 2024.

Elite Wealth Management first reported a position in PANW in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.48M in Q4 2023. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Elite Wealth Management held 621 shares of Palo Alto Networks worth $212K as of Q2 2026.
Palo Alto Networks was a new Elite Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.06% of Elite Wealth Management's portfolio in Q2 2026, its #46 holding.
Elite Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 8 quarters since.
Elite Wealth Management's Palo Alto Networks position peaked at $6.48M in Q4 2023.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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