Flagship Wealth Advisors
PANW icon

Flagship Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Flagship Wealth Advisors’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 		$589K Buy
1,483
+226
+18% +$80.4K 0.13% 87
2026
Q2 		$429K Buy
1,257
+1,123
+838% +$257K 0.1% 107
2026
Q1 		$27.4K Sell
134
-1,120
-89% -$188K 0.01% 236
2025
Q4 		$231K Hold
1,254
– – 0.07% 115
2025
Q3 		$255K Buy
1,254
+20
+2% +$3.83K 0.08% 101
2025
Q2 		$253K Hold
1,234
– – 0.1% 101
2025
Q1 		$211K Hold
1,234
– – 0.09% 106
2024
Q4 		$225K Buy
+1,234
New +$233K 0.13% 87

Other funds holding PANW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Flagship Wealth Advisors's PANW Position: Q3 2026 in Review

Flagship Wealth Advisors increased its Palo Alto Networks (PANW) stake by 18% in Q3 2026, buying an estimated $80.4K and bringing the position to 1,483 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #87.

Flagship Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 8 quarters since. 1,838 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Flagship Wealth Advisors held 1,483 shares of Palo Alto Networks worth $589K as of Q3 2026.
  • Flagship Wealth Advisors bought 226 Palo Alto Networks shares in Q3 2026, an estimated $80.4K.
  • Palo Alto Networks made up 0.13% of Flagship Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • Flagship Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 8 quarters since.
  • 1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

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