FFG
PANW icon

Fortem Financial Group’s Palo Alto Networks PANW Stock Holding History

Fortem Financial Group’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 		$1.02M Sell
2,982
-92
-3% -$21.1K 0.21% 87
2026
Q1 		$493K Sell
3,074
-196
-6% -$32.9K 0.12% 124
2025
Q4 		$602K Buy
3,270
+514
+19% +$104K 0.16% 109
2025
Q3 		$561K Sell
2,756
-270
-9% -$51.7K 0.16% 107
2025
Q2 		$619K Buy
3,026
+1,016
+51% +$189K 0.2% 102
2025
Q1 		$343K Buy
+2,010
New +$372K 0.13% 144

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fortem Financial Group's PANW Position: Q2 2026 in Review

Fortem Financial Group reduced its Palo Alto Networks (PANW) stake by 3% in Q2 2026, selling an estimated $21.1K and leaving 2,982 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #87.

Fortem Financial Group first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Fortem Financial Group held 2,982 shares of Palo Alto Networks worth $1.02M as of Q2 2026.
  • Fortem Financial Group sold 92 Palo Alto Networks shares in Q2 2026, an estimated $21.1K.
  • Palo Alto Networks made up 0.21% of Fortem Financial Group's portfolio in Q2 2026, its #87 holding.
  • Fortem Financial Group first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.