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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,600
Closed -$273K 239
2024
Q3
$273K Buy
+1,600
New +$269K 0.04% 162
2023
Q4
Sell
-2,800
Closed -$14.3K 1077
2023
Q3
$14.3K Buy
+2,800
New +$331K ﹤0.01% 475
2023
Q1
Sell
-4,000
Closed -$8 1123
2022
Q4
$8 Buy
+4,000
New +$321K ﹤0.01% 1081
2017
Q4
Sell
-12,000
Closed -$12K 728
2017
Q3
$12K Buy
+12,000
New +$273K ﹤0.01% 410

Other funds holding PANW

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.