Horizon Family Wealth’s Palo Alto Networks PANW Stock Holding History

Horizon Family Wealth’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	$744K	Buy	2,183 +168	+8%	+$38.5K	0.34%	55
2026 Q1	$323K	Buy	2,015 +275	+16%	+$46.2K	0.17%	76
2025 Q4	$321K	Hold	1,740	–	–	0.17%	72
2025 Q3	$354K	Hold	1,740	–	–	0.2%	63
2025 Q2	$356K	Buy	1,740 +5	+0.3%	+$929	0.22%	62
2025 Q1	$296K	Buy	1,735 +173	+11%	+$32K	0.2%	61
2024 Q4	$284K	Sell	1,562 -10	-0.6%	-$1.89K	0.19%	72
2024 Q3	$269K	Buy	1,572 +18	+1%	+$3.03K	0.19%	69
2024 Q2	$263K	Hold	1,554	–	–	0.2%	65
2024 Q1	$221K	Sell	1,554 -3,372	-68%	-$532K	0.17%	72
2023 Q4	$726K	Buy	4,926 +56	+1%	+$7.49K	0.61%	27
2023 Q3	$571K	Buy	4,870 +320	+7%	+$37.9K	0.55%	25
2023 Q2	$581K	Buy	4,550 +186	+4%	+$19.4K	0.56%	27
2023 Q1	$436K	Buy	+4,364	New	+$370K	0.46%	32

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

Horizon Family Wealth's PANW Position: Q2 2026 in Review

Horizon Family Wealth increased its Palo Alto Networks (PANW) stake by 8.3% in Q2 2026, buying an estimated $38.5K and bringing the position to 2,183 shares worth $744K. The position accounts for 0.34% of the portfolio, ranked #55.

Horizon Family Wealth first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Horizon Family Wealth held 2,183 shares of Palo Alto Networks worth $744K as of Q2 2026.
Horizon Family Wealth bought 168 Palo Alto Networks shares in Q2 2026, an estimated $38.5K.
Palo Alto Networks made up 0.34% of Horizon Family Wealth's portfolio in Q2 2026, its #55 holding.
Horizon Family Wealth first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.