GWAG
PANW icon

Garrett Wealth Advisory Group’s Palo Alto Networks PANW Stock Holding History

Garrett Wealth Advisory 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 		$245K Buy
+717
New +$164K 0.04% 132
2019
Q4 		– Sell
-300
Closed -$10.2K – 476
2019
Q3 		$10.2K Buy
+300
New +$10.6K 0.01% 270

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 $3.38T AUM 44.17% 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

Garrett Wealth Advisory Group's PANW Position: Q2 2026 in Review

Garrett Wealth Advisory Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 717 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Garrett Wealth Advisory Group previously reported a position in PANW as recently as Q3 2019.

Garrett Wealth Advisory Group first reported a position in PANW in Q3 2019 and has held it in 2 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Garrett Wealth Advisory Group held 717 shares of Palo Alto Networks worth $245K as of Q2 2026.
  • Palo Alto Networks was a new Garrett Wealth Advisory Group position in Q2 2026.
  • Palo Alto Networks made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Garrett Wealth Advisory Group first reported a position in Palo Alto Networks in Q3 2019 and has held it in 2 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.