Focused Wealth Management’s Palo Alto Networks PANW Stock Holding History

Focused Wealth Management’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	$1.22M	Buy	3,563 +33	+0.9%	+$7.55K	0.11%	80
2026 Q1	$566K	Buy	+3,530	New	+$593K	0.06%	104
2024 Q4	–	Sell	-350	Closed	-$59.8K	–	240
2024 Q3	$59.8K	Buy	+350	New	+$58.9K	0.01%	228
2024 Q1	–	Sell	-86	Closed	-$12.7K	–	718
2023 Q4	$12.7K	Hold	86	–	–	﹤0.01%	508
2023 Q3	$10.1K	Hold	86	–	–	﹤0.01%	523
2023 Q2	$11K	Hold	86	–	–	﹤0.01%	527
2023 Q1	$8.59K	Buy	86 +12	+16%	+$1.02K	﹤0.01%	565
2022 Q4	$5.16K	Sell	74 -10	-12%	-$803	﹤0.01%	638
2022 Q3	$7K	Hold	84	–	–	﹤0.01%	563
2022 Q2	$7K	Buy	84 +60	+250%	+$5.32K	﹤0.01%	560
2022 Q1	$2K	Sell	24 -18	-43%	-$1.61K	﹤0.01%	802
2021 Q4	$4K	Buy	42 +18	+75%	+$1.56K	﹤0.01%	733
2021 Q3	$2K	Buy	+24	New	+$1.69K	﹤0.01%	820
2019 Q3	–	Sell	-8,010	Closed	-$272K	–	763
2019 Q2	$272K	Hold	8,010	–	–	0.07%	113
2019 Q1	$324K	Sell	8,010 -150	-2%	-$5.56K	0.1%	103
2018 Q4	$256K	Sell	8,160 -90	-1%	-$2.81K	0.09%	124
2018 Q3	$310K	Sell	8,250 -6,210	-43%	-$226K	0.11%	102
2018 Q2	$495K	Sell	14,460 -8,274	-36%	-$276K	0.17%	86
2018 Q1	$688K	Sell	22,734 -1,980	-8%	-$55K	0.22%	69
2017 Q4	$597K	Sell	24,714 -1,380	-5%	-$33.6K	0.19%	72
2017 Q3	$627K	Buy	+26,094	New	+$594K	0.21%	70
2017 Q1	–	Sell	-1,200	Closed	-$25K	–	720
2016 Q4	$25K	Buy	+1,200	New	+$28.8K	0.01%	349
2016 Q1	–	Sell	-360	Closed	-$11K	–	704
2015 Q4	$11K	Hold	360	–	–	0.01%	394
2015 Q3	$10K	Buy	+360	New	+$10.6K	0.01%	401

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

Focused Wealth Management's PANW Position: Q2 2026 in Review

Focused Wealth Management increased its Palo Alto Networks (PANW) stake by 0.93% in Q2 2026, buying an estimated $7.55K and bringing the position to 3,563 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #80.

Focused Wealth Management first reported a position in PANW in Q3 2015 and has held it in 24 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Focused Wealth Management held 3,563 shares of Palo Alto Networks worth $1.22M as of Q2 2026.
Focused Wealth Management bought 33 Palo Alto Networks shares in Q2 2026, an estimated $7.55K.
Palo Alto Networks made up 0.11% of Focused Wealth Management's portfolio in Q2 2026, its #80 holding.
Focused Wealth Management first reported a position in Palo Alto Networks in Q3 2015 and has held it in 24 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.