Envestnet Portfolio Solutions
PANW icon

Envestnet Portfolio Solutions’s Palo Alto Networks PANW Stock Holding History

Envestnet Portfolio Solutions’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 		$8.27M Sell
24,253
-2,025
-8% -$464K 0.04% 250
2026
Q1 		$4.21M Sell
26,278
-46,242
-64% -$7.77M 0.02% 314
2025
Q4 		$13.4M Sell
72,520
-281
-0.4% -$56.7K 0.05% 197
2025
Q3 		$14.8M Sell
72,801
-1,615
-2% -$309K 0.05% 179
2025
Q2 		$15.2M Sell
74,416
-16,184
-18% -$3.01M 0.06% 167
2025
Q1 		$15.5M Buy
90,600
+8,083
+10% +$1.49M 0.06% 159
2024
Q4 		$15M Sell
82,517
-10,691
-11% -$2.02M 0.05% 185
2024
Q3 		$15.9M Buy
93,208
+10,054
+12% +$1.69M 0.05% 177
2024
Q2 		$14.1M Buy
83,154
+8,516
+11% +$1.27M 0.05% 188
2024
Q1 		$10.6M Buy
74,638
+11,562
+18% +$1.82M 0.04% 220
2023
Q4 		$9.3M Buy
63,076
+4,050
+7% +$542K 0.04% 215
2023
Q3 		$6.92M Buy
+59,026
New +$6.98M 0.03% 239

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

Envestnet Portfolio Solutions's PANW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Palo Alto Networks (PANW) stake by 7.7% in Q2 2026, selling an estimated $464K and leaving 24,253 shares worth $8.27M. The position accounts for 0.04% of the portfolio, ranked #250.

Envestnet Portfolio Solutions first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q3 2024. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Envestnet Portfolio Solutions held 24,253 shares of Palo Alto Networks worth $8.27M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,025 Palo Alto Networks shares in Q2 2026, an estimated $464K.
  • Palo Alto Networks made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #250 holding.
  • Envestnet Portfolio Solutions first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Palo Alto Networks position peaked at $15.9M in Q3 2024.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.