EPG Wealth Management
PANW icon

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
Q3 		$7.84M Sell
19,723
-935
-5% -$333K 1.81% 12
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

EPG Wealth Management's PANW Position: Q3 2026 in Review

EPG Wealth Management reduced its Palo Alto Networks (PANW) stake by 4.5% in Q3 2026, selling an estimated $333K and leaving 19,723 shares worth $7.84M. The position accounts for 1.81% of the portfolio, ranked #12.

EPG Wealth Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • EPG Wealth Management held 19,723 shares of Palo Alto Networks worth $7.84M as of Q3 2026.
  • EPG Wealth Management sold 935 Palo Alto Networks shares in Q3 2026, an estimated $333K.
  • Palo Alto Networks made up 1.81% of EPG Wealth Management's portfolio in Q3 2026, its #12 holding.
  • EPG Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.