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Guardian Wealth Advisors (North Carolina)’s Palo Alto Networks PANW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$438K Buy
+1,283
New +$294K 0.02% 261
2025
Q4 		– Sell
-1,184
Closed -$241K – 379
2025
Q3 		$241K Buy
+1,184
New +$227K 0.02% 317

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

Guardian Wealth Advisors (North Carolina)'s PANW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,283 shares worth $438K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PANW as recently as Q3 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PANW in Q3 2025 and has held it in 2 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,283 shares of Palo Alto Networks worth $438K as of Q2 2026.
  • Palo Alto Networks was a new Guardian Wealth Advisors (North Carolina) position in Q2 2026.
  • Palo Alto Networks made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #261 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Palo Alto Networks in Q3 2025 and has held it in 2 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.