Goepper Burkhardt’s Palo Alto Networks PANW Stock Holding History

Goepper Burkhardt’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	$636K	Buy	1,865 +30	+2%	+$6.87K	0.19%	58
2026 Q1	$294K	Buy	1,835 +249	+16%	+$41.8K	0.1%	81
2025 Q4	$292K	Sell	1,586 -185	-10%	-$37.3K	0.1%	83
2025 Q3	$361K	Buy	1,771 +572	+48%	+$109K	0.12%	71
2025 Q2	$245K	Hold	1,199	–	–	0.09%	87
2025 Q1	$205K	Sell	1,199 -215	-15%	-$39.8K	0.08%	95
2024 Q4	$257K	Hold	1,414	–	–	0.1%	71
2024 Q3	$242K	Hold	1,414	–	–	0.1%	74
2024 Q2	$240K	Sell	1,414 -772	-35%	-$115K	0.11%	71
2024 Q1	$325K	Sell	2,186 -192	-8%	-$30.3K	0.15%	63
2023 Q4	$448K	Buy	+2,378	New	+$318K	0.22%	48

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

Goepper Burkhardt's PANW Position: Q2 2026 in Review

Goepper Burkhardt increased its Palo Alto Networks (PANW) stake by 1.6% in Q2 2026, buying an estimated $6.87K and bringing the position to 1,865 shares worth $636K. The position accounts for 0.19% of the portfolio, ranked #58.

Goepper Burkhardt first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Goepper Burkhardt held 1,865 shares of Palo Alto Networks worth $636K as of Q2 2026.
Goepper Burkhardt bought 30 Palo Alto Networks shares in Q2 2026, an estimated $6.87K.
Palo Alto Networks made up 0.19% of Goepper Burkhardt's portfolio in Q2 2026, its #58 holding.
Goepper Burkhardt first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.