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Foundations Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Foundations Investment 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 		$39.7M Buy
116,335
+3,150
+3% +$721K 0.41% 62
2026
Q1 		$18.1M Buy
113,185
+16,056
+17% +$2.7M 0.22% 104
2025
Q4 		$17.9M Buy
97,129
+13,526
+16% +$2.73M 0.23% 95
2025
Q3 		$17M Buy
83,603
+9,150
+12% +$1.75M 0.25% 94
2025
Q2 		$15.2M Buy
74,453
+5,335
+8% +$991K 0.24% 107
2025
Q1 		$11.8M Buy
69,118
+6,955
+11% +$1.29M 0.22% 110
2024
Q4 		$11.3M Buy
62,163
+9,749
+19% +$1.84M 0.22% 101
2024
Q3 		$8.96M Buy
52,414
+4,642
+10% +$781K 0.19% 108
2024
Q2 		$8.1M Buy
47,772
+12,058
+34% +$1.8M 0.2% 94
2024
Q1 		$5.07M Buy
35,714
+7,894
+28% +$1.25M 0.13% 136
2023
Q4 		$4.73M Buy
27,820
+8,524
+44% +$1.14M 0.13% 127
2023
Q3 		$2.26M Sell
19,296
-4,894
-20% -$579K 0.07% 206
2023
Q2 		$3.09M Buy
24,190
+10,240
+73% +$1.07M 0.1% 145
2023
Q1 		$1.39M Buy
13,950
+4,974
+55% +$422K 0.05% 196
2022
Q4 		$626K Sell
8,976
-822
-8% -$66K 0.02% 251
2022
Q3 		$802K Buy
9,798
+2,922
+42% +$253K 0.04% 191
2022
Q2 		$590K Buy
6,876
+126
+2% +$11.2K 0.02% 204
2022
Q1 		$705K Sell
6,750
-384
-5% -$34.4K 0.03% 157
2021
Q4 		$633K Buy
7,134
+888
+14% +$76.8K 0.02% 171
2021
Q3 		$495K Buy
6,246
+1,386
+29% +$97.4K 0.02% 184
2021
Q2 		$316K Buy
+4,860
New +$288K 0.02% 226

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

Foundations Investment Advisors's PANW Position: Q2 2026 in Review

Foundations Investment Advisors increased its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, buying an estimated $721K and bringing the position to 116,335 shares worth $39.7M. The position accounts for 0.41% of the portfolio, ranked #62.

Foundations Investment Advisors first reported a position in PANW in Q2 2021 and has held it in 21 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Foundations Investment Advisors held 116,335 shares of Palo Alto Networks worth $39.7M as of Q2 2026.
  • Foundations Investment Advisors bought 3,150 Palo Alto Networks shares in Q2 2026, an estimated $721K.
  • Palo Alto Networks made up 0.41% of Foundations Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Foundations Investment Advisors first reported a position in Palo Alto Networks in Q2 2021 and has held it in 21 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.