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

EPG 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	$7.04M	Buy	20,658 +1,593	+8%	+$365K	1.69%	15
2026 Q1	$3.06M	Buy	19,065 +3,484	+22%	+$585K	0.83%	28
2025 Q4	$2.87M	Buy	15,581 +521	+3%	+$105K	0.77%	32
2025 Q3	$3.07M	Buy	15,060 +796	+6%	+$152K	0.84%	27
2025 Q2	$2.92M	Buy	14,264 +499	+4%	+$92.7K	0.88%	27
2025 Q1	$2.35M	Buy	13,765 +1,035	+8%	+$191K	0.65%	30
2024 Q4	$2.32M	Sell	12,730 -970	-7%	-$183K	0.61%	36
2024 Q3	$2.34M	Buy	+13,700	New	+$2.31M	0.59%	36
2024 Q2	–	Sell	-13,510	Closed	-$2.02M	–	32
2024 Q1	$1.92M	Buy	13,510 +144	+1%	+$22.7K	0.47%	55
2023 Q4	$2.46M	Buy	13,366 +208	+2%	+$27.8K	0.65%	33
2023 Q3	$1.54M	Buy	13,158 +10,572	+409%	+$1.25M	0.47%	52
2023 Q2	$330K	Hold	2,586	–	–	0.1%	180
2023 Q1	$258K	Buy	+2,586	New	+$219K	0.08%	200
2022 Q4	–	Sell	-2,586	Closed	-$212K	–	392
2022 Q3	$212K	Sell	2,586 -210	-8%	-$18.2K	0.09%	195
2022 Q2	$230K	Hold	2,796	–	–	0.1%	193
2022 Q1	$290K	Hold	2,796	–	–	0.1%	176
2021 Q4	$259K	Buy	+2,796	New	+$242K	0.09%	195

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

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

EPG Wealth Management increased its Palo Alto Networks (PANW) stake by 8.4% in Q2 2026, buying an estimated $365K and bringing the position to 20,658 shares worth $7.04M. The position accounts for 1.69% of the portfolio, ranked #15.

EPG Wealth Management first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

EPG Wealth Management held 20,658 shares of Palo Alto Networks worth $7.04M as of Q2 2026.
EPG Wealth Management bought 1,593 Palo Alto Networks shares in Q2 2026, an estimated $365K.
Palo Alto Networks made up 1.69% of EPG Wealth Management's portfolio in Q2 2026, its #15 holding.
EPG Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.