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

Endurance 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
2023 Q2	$5.33M	Buy	41,778 +250	+0.6%	+$26K	0.73%	38
2023 Q1	$4.15M	Buy	41,528 +250	+0.6%	+$21.2K	0.59%	45
2022 Q4	$2.88M	Buy	41,278 +970	+2%	+$77.9K	0.43%	51
2022 Q3	$3.3M	Buy	40,308 +510	+1%	+$44.2K	0.55%	47
2022 Q2	$3.28M	Sell	39,798 -360	-0.9%	-$31.9K	0.5%	50
2022 Q1	$4.17M	Buy	40,158 +4,650	+13%	+$416K	0.54%	51
2021 Q4	$3.29M	Sell	35,508 -1,062	-3%	-$91.9K	0.35%	68
2021 Q3	$2.87M	Sell	36,570 -546	-1%	-$38.4K	0.32%	75
2021 Q2	$2.31M	Buy	37,116 +2,484	+7%	+$147K	0.26%	83
2021 Q1	$1.86M	Buy	34,632 +4,080	+13%	+$242K	0.22%	88
2020 Q4	$1.81M	Hold	30,552	–	–	0.23%	81
2020 Q3	$1.25M	Sell	30,552 -420	-1%	-$17.5K	0.18%	88
2020 Q2	$1.19M	Buy	30,972 +900	+3%	+$31.7K	0.19%	86
2020 Q1	$821K	Buy	30,072 +9,780	+48%	+$341K	0.16%	95
2019 Q4	$781K	Hold	20,292	–	–	0.12%	106
2019 Q3	$689K	Buy	20,292 +1,932	+11%	+$68.4K	0.11%	110
2019 Q2	$624K	Buy	18,360 +870	+5%	+$32.5K	0.1%	119
2019 Q1	$707K	Buy	17,490 +600	+4%	+$22.3K	0.12%	109
2018 Q4	$530K	Buy	16,890 +2,550	+18%	+$79.5K	0.1%	119
2018 Q3	$538K	Sell	14,340 -60	-0.4%	-$2.18K	0.08%	122
2018 Q2	$494K	Sell	14,400 -750	-5%	-$25K	0.08%	123
2018 Q1	$458K	Sell	15,150 -2,970	-16%	-$82.5K	0.08%	128
2017 Q4	$438K	Sell	18,120 -4,140	-19%	-$101K	0.07%	128
2017 Q3	$534K	Buy	22,260 +600	+3%	+$13.7K	0.09%	121
2017 Q2	$483K	Buy	21,660 +66	+0.3%	+$1.33K	0.08%	124
2017 Q1	$405K	Buy	21,594 +5,424	+34%	+$121K	0.07%	130
2016 Q4	$337K	Buy	16,170 +3,240	+25%	+$77.6K	0.06%	134
2016 Q3	$344K	Buy	12,930 +2,280	+21%	+$52K	0.06%	134
2016 Q2	$218K	Buy	10,650 +9,150	+610%	+$212K	0.04%	153
2016 Q1	$41	Buy	+1,500	New	+$36.9K	0.01%	279

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Endurance Wealth Management's PANW Position: Q2 2023 in Review

Endurance Wealth Management increased its Palo Alto Networks (PANW) stake by 0.6% in Q2 2023, buying an estimated $26K and bringing the position to 41,778 shares worth $5.33M. The position accounts for 0.73% of the portfolio, ranked #38.

Endurance Wealth Management first reported a position in PANW in Q1 2016 and has held it in 30 quarters since. 1,594 funds tracked by Wall St. Rank hold PANW as of Q2 2023.

Endurance Wealth Management held 41,778 shares of Palo Alto Networks worth $5.33M as of Q2 2023.
Endurance Wealth Management bought 250 Palo Alto Networks shares in Q2 2023, an estimated $26K.
Palo Alto Networks made up 0.73% of Endurance Wealth Management's portfolio in Q2 2023, its #38 holding.
Endurance Wealth Management first reported a position in Palo Alto Networks in Q1 2016 and has held it in 30 quarters since.
1,594 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.