HighMark Wealth Management’s Palo Alto Networks PANW Stock Holding History

HighMark Wealth 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	$2.05K	Hold	6	–	–	﹤0.01%	461
2026 Q1	$961	Sell	6 -32	-84%	-$5.38K	﹤0.01%	489
2025 Q4	$7K	Sell	38 -1	-3%	-$202	﹤0.01%	362
2025 Q3	$7.94K	Sell	39 -26	-40%	-$4.98K	﹤0.01%	335
2025 Q2	$13.3K	Hold	65	–	–	0.01%	271
2025 Q1	$11.1K	Sell	65 -8	-11%	-$1.48K	0.01%	269
2024 Q4	$13.3K	Buy	73 +1	+1%	+$189	0.01%	251
2024 Q3	$12.3K	Buy	72 +28	+64%	+$4.71K	0.01%	260
2024 Q2	$7.46K	Hold	44	–	–	﹤0.01%	329
2024 Q1	$11.1K	Sell	44 -2	-4%	-$315	0.01%	259
2023 Q4	$6.78K	Hold	46	–	–	0.01%	323
2023 Q3	$5.39K	Hold	46	–	–	﹤0.01%	340
2023 Q2	$5.88K	Hold	46	–	–	﹤0.01%	332
2023 Q1	$4.59K	Hold	46	–	–	﹤0.01%	413
2022 Q4	$3.21K	Buy	46 +4	+10%	+$321	﹤0.01%	392
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	398
2022 Q2	$3K	Buy	42 +12	+40%	+$1.06K	﹤0.01%	403
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	417
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	412
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	459
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	464
2021 Q1	$2K	Buy	+30	New	+$1.78K	﹤0.01%	431

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

HighMark Wealth Management's PANW Position: Q2 2026 in Review

HighMark Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 6 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

HighMark Wealth Management first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.3K in Q2 2025. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

HighMark Wealth Management held 6 shares of Palo Alto Networks worth $2.05K as of Q2 2026.
HighMark Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #461 holding.
HighMark Wealth Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
HighMark Wealth Management's Palo Alto Networks position peaked at $13.3K in Q2 2025.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.