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

Focus Partners Wealth’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	$222M	Buy	650,687 +19,190	+3%	+$4.39M	0.23%	96
2026 Q1	$101M	Buy	631,497 +66,012	+12%	+$11.1M	0.11%	184
2025 Q4	$104M	Buy	565,485 +29,160	+5%	+$5.88M	0.12%	177
2025 Q3	$109M	Buy	536,325 +36,649	+7%	+$7.02M	0.18%	108
2025 Q2	$102M	Buy	499,676 +15,566	+3%	+$2.89M	0.22%	96
2025 Q1	$82.6M	Buy	484,110 +25,789	+6%	+$4.77M	0.21%	106
2024 Q4	$83.4M	Buy	458,321 +13,287	+3%	+$2.51M	0.22%	100
2024 Q3	$76.1M	Buy	445,034 +19,910	+5%	+$3.35M	0.24%	89
2024 Q2	$72.1M	Buy	425,124 +328,146	+338%	+$49.1M	0.24%	98
2024 Q1	$13.8M	Buy	96,978 +84,836	+699%	+$13.4M	0.11%	180
2023 Q4	$1.79M	Buy	+12,142	New	+$1.62M	0.02%	368

Other funds holding PANW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Focus Partners Wealth increased its Palo Alto Networks (PANW) stake by 3% in Q2 2026, buying an estimated $4.39M and bringing the position to 650,687 shares worth $222M. The position accounts for 0.23% of the portfolio, ranked #96.

Focus Partners Wealth first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Focus Partners Wealth held 650,687 shares of Palo Alto Networks worth $222M as of Q2 2026.
Focus Partners Wealth bought 19,190 Palo Alto Networks shares in Q2 2026, an estimated $4.39M.
Palo Alto Networks made up 0.23% of Focus Partners Wealth's portfolio in Q2 2026, its #96 holding.
Focus Partners Wealth first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.