PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Palo Alto Networks PANW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$152K	Buy	446 +170	+62%	+$38.9K	0.04%	201
2026 Q1	$44.2K	Hold	276	–	–	0.01%	311
2025 Q4	$50.8K	Buy	276 +40	+17%	+$8.07K	0.02%	299
2025 Q3	$48.1K	Buy	+236	New	+$45.2K	0.02%	275
2025 Q2	–	Sell	-184	Closed	-$31.4K	–	522
2025 Q1	$31.4K	Hold	184	–	–	0.01%	306
2024 Q4	$33.5K	Hold	184	–	–	0.01%	300
2024 Q3	$31.4K	Buy	+184	New	+$31K	0.02%	258

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PANW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Palo Alto Networks (PANW) stake by 62% in Q2 2026, buying an estimated $38.9K and bringing the position to 446 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #201.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. 1,862 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 446 shares of Palo Alto Networks worth $152K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 170 Palo Alto Networks shares in Q2 2026, an estimated $38.9K.
Palo Alto Networks made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #201 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
1,862 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.