Forum Private Client Group’s Palo Alto Networks PANW Stock Holding History

Forum Private Client 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	$233K	Buy	+683	New	+$156K	0.07%	82

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

Forum Private Client Group's PANW Position: Q2 2026 in Review

Forum Private Client Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 683 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings.

2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Forum Private Client Group held 683 shares of Palo Alto Networks worth $233K as of Q2 2026.
Palo Alto Networks was a new Forum Private Client Group position in Q2 2026.
Palo Alto Networks made up 0.07% of Forum Private Client Group's portfolio in Q2 2026, its #82 holding.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.