Heritage Family Offices’s Palo Alto Networks PANW Stock Holding History

Heritage Family Offices’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	$279K	Buy	+819	New	+$187K	0.11%	168

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

Heritage Family Offices's PANW Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Palo Alto Networks (PANW) in Q2 2026: 819 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #168 among its holdings.

2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Heritage Family Offices held 819 shares of Palo Alto Networks worth $279K as of Q2 2026.
Palo Alto Networks was a new Heritage Family Offices position in Q2 2026.
Palo Alto Networks made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #168 holding.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.