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

Frisch 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	$322K	Buy	+944	New	+$216K	0.06%	141
2026 Q1	–	Sell	-1,367	Closed	-$252K	–	175
2025 Q4	$252K	Sell	1,367 -102	-7%	-$20.6K	0.06%	134
2025 Q3	$299K	Buy	1,469 +63	+4%	+$12.1K	0.07%	115
2025 Q2	$288K	Sell	1,406 -116	-8%	-$21.5K	0.07%	109
2025 Q1	$260K	Buy	1,522 +16	+1%	+$2.96K	0.07%	107
2024 Q4	$274K	Buy	1,506 +100	+7%	+$18.9K	0.08%	104
2024 Q3	$240K	Hold	1,406	–	–	0.07%	116
2024 Q2	$238K	Hold	1,406	–	–	0.07%	115
2024 Q1	$200K	Sell	1,406 -150	-10%	-$23.7K	0.07%	129
2023 Q4	$229K	Buy	+1,556	New	+$208K	0.09%	111

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

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

Frisch Financial Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 944 shares worth $322K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: Frisch Financial Group previously reported a position in PANW as recently as Q4 2025.

Frisch Financial Group first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Frisch Financial Group held 944 shares of Palo Alto Networks worth $322K as of Q2 2026.
Palo Alto Networks was a new Frisch Financial Group position in Q2 2026.
Palo Alto Networks made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #141 holding.
Frisch Financial Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.