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

Forefront Wealth Partners’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	$1.67M	Buy	4,911 +110	+2%	+$25.2K	0.52%	53
2026 Q1	$770K	Buy	4,801 +1,461	+44%	+$245K	0.32%	69
2025 Q4	$615K	Sell	3,340 -44	-1%	-$8.88K	0.29%	77
2025 Q3	$689K	Buy	3,384 +488	+17%	+$93.4K	0.17%	105
2025 Q2	$527K	Sell	2,896 -85	-3%	-$15.8K	0.36%	56
2025 Q1	$509K	Buy	2,981 +85	+3%	+$15.7K	0.35%	68
2024 Q4	$527K	Buy	+2,896	New	+$547K	0.39%	54

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

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

Forefront Wealth Partners increased its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,911 shares worth $1.67M. The position accounts for 0.52% of the portfolio, ranked #53.

Forefront Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Forefront Wealth Partners held 4,911 shares of Palo Alto Networks worth $1.67M as of Q2 2026.
Forefront Wealth Partners bought 110 Palo Alto Networks shares in Q2 2026, an estimated $25.2K.
Palo Alto Networks made up 0.52% of Forefront Wealth Partners's portfolio in Q2 2026, its #53 holding.
Forefront Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.