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H&H Retirement Design & Management’s Palo Alto Networks PANW Stock Holding History

H&H Retirement Design & Management’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 		$37.7K Sell
120
-302
-72% -$69.1K 0.02% 103
2026
Q1 		$76.4K Buy
+422
New +$70.9K 0.04% 102

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

H&H Retirement Design & Management's PANW Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Palo Alto Networks (PANW) stake by 72% in Q2 2026, selling an estimated $69.1K and leaving 120 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #103.

H&H Retirement Design & Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. The position peaked at $76.4K in Q1 2026. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • H&H Retirement Design & Management held 120 shares of Palo Alto Networks worth $37.7K as of Q2 2026.
  • H&H Retirement Design & Management sold 302 Palo Alto Networks shares in Q2 2026, an estimated $69.1K.
  • Palo Alto Networks made up 0.02% of H&H Retirement Design & Management's portfolio in Q2 2026, its #103 holding.
  • H&H Retirement Design & Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • H&H Retirement Design & Management's Palo Alto Networks position peaked at $76.4K in Q1 2026.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.