FWP
PANW icon

Fiduciary Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Fiduciary Wealth Partners’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 		$503K Buy
1,474
+8
+0.5% +$1.83K 0.28% 31
2026
Q1 		$235K Sell
1,466
-432
-23% -$72.6K 0.15% 52
2025
Q4 		$350K Hold
1,898
– – 0.14% 62
2025
Q3 		$386K Buy
+1,898
New +$363K 0.16% 51

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

Fiduciary Wealth Partners's PANW Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Palo Alto Networks (PANW) stake by 0.55% in Q2 2026, buying an estimated $1.83K and bringing the position to 1,474 shares worth $503K. The position accounts for 0.28% of the portfolio, ranked #31.

Fiduciary Wealth Partners first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Fiduciary Wealth Partners held 1,474 shares of Palo Alto Networks worth $503K as of Q2 2026.
  • Fiduciary Wealth Partners bought 8 Palo Alto Networks shares in Q2 2026, an estimated $1.83K.
  • Palo Alto Networks made up 0.28% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Fiduciary Wealth Partners first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.