EI
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Ellevest Inc’s Palo Alto Networks PANW Stock Holding History

Ellevest Inc’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 		$1.23M Sell
3,599
-479
-12% -$110K 0.14% 105
2026
Q1 		$654K Buy
4,078
+1,935
+90% +$325K 0.09% 163
2025
Q4 		$395K Sell
2,143
-254
-11% -$51.2K 0.05% 269
2025
Q3 		$488K Buy
2,397
+1,070
+81% +$205K 0.07% 227
2025
Q2 		$272K Buy
+1,327
New +$246K 0.04% 321
2023
Q2 		– Sell
-894
Closed -$89.3K – 1246
2023
Q1 		$89.3K Buy
894
+52
+6% +$4.41K 0.01% 478
2022
Q4 		$58.7K Sell
842
-340
-29% -$27.3K ﹤0.01% 566
2022
Q3 		$97K Sell
1,182
-570
-33% -$49.4K 0.01% 423
2022
Q2 		$144K Buy
1,752
+120
+7% +$10.6K 0.01% 346
2022
Q1 		$169K Buy
1,632
+414
+34% +$37.1K 0.01% 336
2021
Q4 		$113K Sell
1,218
-60
-5% -$5.19K 0.01% 369
2021
Q3 		$102K Buy
1,278
+6
+0.5% +$422 0.01% 376
2021
Q2 		$79K Buy
1,272
+120
+10% +$7.11K 0.01% 405
2021
Q1 		$62K Buy
1,152
+30
+3% +$1.78K 0.01% 425
2020
Q4 		$66K Buy
1,122
+384
+52% +$17.9K 0.01% 400
2020
Q3 		$30K Buy
738
+228
+45% +$9.48K 0.01% 455
2020
Q2 		$20K Buy
510
+84
+20% +$2.96K ﹤0.01% 490
2020
Q1 		$12K Hold
426
– – ﹤0.01% 527
2019
Q4 		$16K Buy
426
+336
+373% +$12.7K ﹤0.01% 454
2019
Q3 		$3K Buy
+90
New +$3.19K ﹤0.01% 313

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

Ellevest Inc's PANW Position: Q2 2026 in Review

Ellevest Inc reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $110K and leaving 3,599 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #105.

Ellevest Inc first reported a position in PANW in Q3 2019 and has held it in 20 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Ellevest Inc held 3,599 shares of Palo Alto Networks worth $1.23M as of Q2 2026.
  • Ellevest Inc sold 479 Palo Alto Networks shares in Q2 2026, an estimated $110K.
  • Palo Alto Networks made up 0.14% of Ellevest Inc's portfolio in Q2 2026, its #105 holding.
  • Ellevest Inc first reported a position in Palo Alto Networks in Q3 2019 and has held it in 20 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.