FMWA
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Forvis Mazars Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Forvis Mazars Wealth 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 		$904K Buy
2,652
+150
+6% +$34.3K 0.02% 230
2026
Q1 		$401K Buy
2,502
+222
+10% +$37.3K 0.01% 315
2025
Q4 		$420K Sell
2,280
-147
-6% -$29.7K 0.01% 310
2025
Q3 		$494K Hold
2,427
– – 0.01% 285
2025
Q2 		$497K Buy
2,427
+23
+1% +$4.27K 0.01% 285
2025
Q1 		$410K Buy
2,404
+1,156
+93% +$214K 0.01% 313
2024
Q4 		$227K Hold
1,248
– – 0.01% 406
2024
Q3 		$213K Buy
+1,248
New +$210K ﹤0.01% 419

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

Forvis Mazars Wealth Advisors's PANW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Palo Alto Networks (PANW) stake by 6% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,652 shares worth $904K. The position accounts for 0.02% of the portfolio, ranked #230.

Forvis Mazars Wealth Advisors first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,652 shares of Palo Alto Networks worth $904K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 150 Palo Alto Networks shares in Q2 2026, an estimated $34.3K.
  • Palo Alto Networks made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.