FWI
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Facet Wealth Inc’s Palo Alto Networks PANW Stock Holding History

Facet Wealth Inc’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 		$1.06M Buy
3,114
+89
+3% +$20.4K 0.02% 124
2026
Q1 		$485K Buy
3,025
+755
+33% +$127K 0.01% 179
2025
Q4 		$417K Buy
2,270
+1,046
+85% +$211K 0.01% 176
2025
Q3 		$249K Buy
+1,224
New +$234K 0.01% 189
2024
Q4 		– Sell
-1,908
Closed -$346K – 149
2024
Q3 		$346K Buy
1,908
+306
+19% +$51.5K 0.01% 106
2024
Q2 		$254K Buy
1,602
+80
+5% +$12K 0.01% 116
2024
Q1 		$229K Sell
1,522
-332
-18% -$52.4K 0.01% 111
2023
Q4 		$317K Buy
+1,854
New +$248K 0.01% 83

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

Facet Wealth Inc's PANW Position: Q2 2026 in Review

Facet Wealth Inc increased its Palo Alto Networks (PANW) stake by 2.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 3,114 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #124.

Facet Wealth Inc first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Facet Wealth Inc held 3,114 shares of Palo Alto Networks worth $1.06M as of Q2 2026.
  • Facet Wealth Inc bought 89 Palo Alto Networks shares in Q2 2026, an estimated $20.4K.
  • Palo Alto Networks made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #124 holding.
  • Facet Wealth Inc first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.