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Essex Financial Services’s Palo Alto Networks PANW Stock Holding History

Essex Financial Services’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
3,611
-266
-7% -$60.9K 0.06% 273
2026
Q1 		$622K Sell
3,877
-496
-11% -$83.3K 0.03% 397
2025
Q4 		$806K Buy
4,373
+161
+4% +$32.5K 0.05% 335
2025
Q3 		$858K Buy
4,212
+523
+14% +$100K 0.05% 302
2025
Q2 		$755K Buy
3,689
+1,195
+48% +$222K 0.05% 322
2025
Q1 		$426K Sell
2,494
-472
-16% -$87.3K 0.03% 414
2024
Q4 		$540K Buy
2,966
+234
+9% +$44.2K 0.04% 364
2024
Q3 		$514K Buy
2,732
+64
+2% +$10.8K 0.04% 371
2024
Q2 		$423K Buy
2,668
+498
+23% +$74.5K 0.03% 402
2024
Q1 		$308K Sell
2,170
-412
-16% -$65K 0.03% 416
2023
Q4 		$381K Sell
2,582
-116
-4% -$15.5K 0.04% 351
2023
Q3 		$316K Buy
2,698
+128
+5% +$15.1K 0.04% 363
2023
Q2 		$328K Sell
2,570
-44
-2% -$4.58K 0.04% 346
2023
Q1 		$261K Buy
+2,614
New +$222K 0.03% 404

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 $3.38T AUM 44.17% 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

Essex Financial Services's PANW Position: Q2 2026 in Review

Essex Financial Services reduced its Palo Alto Networks (PANW) stake by 6.9% in Q2 2026, selling an estimated $60.9K and leaving 3,611 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #273.

Essex Financial Services first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,925 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Essex Financial Services held 3,611 shares of Palo Alto Networks worth $1.23M as of Q2 2026.
  • Essex Financial Services sold 266 Palo Alto Networks shares in Q2 2026, an estimated $60.9K.
  • Palo Alto Networks made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #273 holding.
  • Essex Financial Services first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.