HCR Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.5M | Buy |
71,870
+13
| +0% | +$2.98K | 2.19% | 8 |
|
|
2026
Q1 | $11.5M | Buy |
71,857
+1,879
| +3% | +$316K | 1.19% | 14 |
|
|
2025
Q4 | $12.9M | Hold |
69,978
| – | – | 1.28% | 14 |
|
|
2025
Q3 | $14.6M | Buy |
69,978
+1,900
| +3% | +$364K | 1.52% | 12 |
|
|
2025
Q2 | $13.9M | Hold |
68,078
| – | – | 1.64% | 13 |
|
|
2025
Q1 | $11.6M | Hold |
68,078
| – | – | 1.51% | 12 |
|
|
2024
Q4 | $12.4M | Sell |
68,078
-26
| -0% | -$4.91K | 1.55% | 11 |
|
|
2024
Q3 | $11.6M | Buy |
68,104
+68
| +0.1% | +$11.4K | 1.52% | 11 |
|
|
2024
Q2 | $11.5M | Hold |
68,036
| – | – | 1.65% | 11 |
|
|
2024
Q1 | $9.67M | Sell |
68,036
-14
| -0% | -$2.21K | 1.47% | 11 |
|
|
2023
Q4 | $10M | Buy |
68,050
+444
| +0.7% | +$59.4K | 1.58% | 10 |
|
|
2023
Q3 | $7.92M | Hold |
67,606
| – | – | 1.74% | 10 |
|
|
2023
Q2 | $8.64M | Buy |
67,606
+4,000
| +6% | +$416K | 1.6% | 9 |
|
|
2023
Q1 | $6.35M | Hold |
63,606
| – | – | 1.26% | 13 |
|
|
2022
Q4 | $4.44M | Hold |
63,606
| – | – | 0.93% | 16 |
|
|
2022
Q3 | $5.21M | Hold |
63,606
| – | – | 1.11% | 15 |
|
|
2022
Q2 | $5.24M | Hold |
63,606
| – | – | 1.05% | 16 |
|
|
2022
Q1 | $6.6M | Buy |
63,606
+300
| +0.5% | +$26.9K | 1.08% | 15 |
|
|
2021
Q4 | $5.87M | Buy |
63,306
+18,000
| +40% | +$1.56M | 0.91% | 20 |
|
|
2021
Q3 | $3.62M | Buy |
45,306
+12,000
| +36% | +$843K | 0.6% | 29 |
|
|
2021
Q2 | $2.06M | Buy |
33,306
+78
| +0.2% | +$4.62K | 0.36% | 63 |
|
|
2021
Q1 | $1.78M | Buy |
33,228
+18
| +0.1% | +$1.07K | 0.35% | 64 |
|
|
2020
Q4 | $1.97M | Hold |
33,210
| – | – | 0.41% | 49 |
|
|
2020
Q3 | $1.35M | Hold |
33,210
| – | – | 0.31% | 64 |
|
|
2020
Q2 | $1.27M | Sell |
33,210
-2,850
| -8% | -$100K | 0.3% | 59 |
|
|
2020
Q1 | $985K | Sell |
36,060
-300
| -0.8% | -$10.5K | 0.28% | 63 |
|
|
2019
Q4 | $1.4M | Sell |
36,360
-120
| -0.3% | -$4.54K | 0.34% | 55 |
|
|
2019
Q3 | $1.24M | Buy |
36,480
+120
| +0.3% | +$4.25K | 0.41% | 56 |
|
|
2019
Q2 | $1.24M | Sell |
36,360
-450
| -1% | -$16.8K | 0.35% | 56 |
|
|
2019
Q1 | $1.49M | Buy |
36,810
+150
| +0.4% | +$5.56K | 0.43% | 46 |
|
|
2018
Q4 | $1.15M | Buy |
36,660
+300
| +0.8% | +$9.35K | 0.37% | 58 |
|
|
2018
Q3 | $1.19M | Buy |
36,360
+750
| +2% | +$27.3K | 0.39% | 62 |
|
|
2018
Q2 | $1.22M | Hold |
35,610
| – | – | 0.4% | 62 |
|
|
2018
Q1 | $1.08M | Hold |
35,610
| – | – | 0.37% | 64 |
|
|
2017
Q4 | $860K | Hold |
35,610
| – | – | 0.3% | 76 |
|
|
2017
Q3 | $855K | Hold |
35,610
| – | – | 0.36% | 71 |
|
|
2017
Q2 | $794K | Hold |
35,610
| – | – | 0.39% | 60 |
|
|
2017
Q1 | $669K | Sell |
35,610
-84
| -0.2% | -$1.88K | 0.34% | 73 |
|
|
2016
Q4 | $744K | Buy |
+35,694
| New | +$855K | 0.39% | 62 |
|
Other funds holding PANW
HCR Wealth Advisors's PANW Position: Q2 2026 in Review
HCR Wealth Advisors increased its Palo Alto Networks (PANW) stake by 0.02% in Q2 2026, buying an estimated $2.98K and bringing the position to 71,870 shares worth $24.5M. The position accounts for 2.19% of the portfolio, ranked #8.
HCR Wealth Advisors first reported a position in PANW in Q4 2016 and has held it in 39 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- HCR Wealth Advisors held 71,870 shares of Palo Alto Networks worth $24.5M as of Q2 2026.
- HCR Wealth Advisors bought 13 Palo Alto Networks shares in Q2 2026, an estimated $2.98K.
- Palo Alto Networks made up 2.19% of HCR Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- HCR Wealth Advisors first reported a position in Palo Alto Networks in Q4 2016 and has held it in 39 quarters since.
- 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.