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Fortis Group Advisors’s Palo Alto Networks PANW Stock Holding History

Fortis Group Advisors’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 		$470K Sell
1,377
-619
-31% -$142K 0.08% 191
2026
Q1 		$358K Hold
1,996
– – 0.06% 211
2025
Q4 		$353K Sell
1,996
-690
-26% -$139K 0.06% 220
2025
Q3 		$592K Buy
2,686
+4
+0.1% +$766 0.1% 152
2025
Q2 		$466K Buy
2,682
+4
+0.1% +$743 0.08% 159
2025
Q1 		$457K Sell
2,678
-128
-5% -$23.7K 0.09% 142
2024
Q4 		$511K Buy
2,806
+22
+0.8% +$4.16K 0.1% 129
2024
Q3 		$476K Sell
2,784
-1,658
-37% -$279K 0.09% 129
2024
Q2 		$753K Sell
4,442
-270
-6% -$40.4K 0.15% 96
2024
Q1 		$669K Buy
+4,712
New +$743K 0.12% 113

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

Fortis Group Advisors's PANW Position: Q2 2026 in Review

Fortis Group Advisors reduced its Palo Alto Networks (PANW) stake by 31% in Q2 2026, selling an estimated $142K and leaving 1,377 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #191.

Fortis Group Advisors first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. The position peaked at $753K in Q2 2024. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Fortis Group Advisors held 1,377 shares of Palo Alto Networks worth $470K as of Q2 2026.
  • Fortis Group Advisors sold 619 Palo Alto Networks shares in Q2 2026, an estimated $142K.
  • Palo Alto Networks made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #191 holding.
  • Fortis Group Advisors first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • Fortis Group Advisors's Palo Alto Networks position peaked at $753K in Q2 2024.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.