IWP
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IAG Wealth Partners’s Palo Alto Networks PANW Stock Holding History

IAG Wealth Partners’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 		$68.2K Sell
200
-16
-7% -$3.66K 0.01% 193
2026
Q1 		$34.6K Buy
216
+16
+8% +$2.69K ﹤0.01% 245
2025
Q4 		$36.8K Hold
200
– – ﹤0.01% 238
2025
Q3 		$40.7K Buy
+200
New +$38.3K ﹤0.01% 234
2023
Q2 		– Sell
-132
Closed -$13.2K – 481
2023
Q1 		$13.2K Buy
+132
New +$11.2K ﹤0.01% 270

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

IAG Wealth Partners's PANW Position: Q2 2026 in Review

IAG Wealth Partners reduced its Palo Alto Networks (PANW) stake by 7.4% in Q2 2026, selling an estimated $3.66K and leaving 200 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #193.

IAG Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 5 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • IAG Wealth Partners held 200 shares of Palo Alto Networks worth $68.2K as of Q2 2026.
  • IAG Wealth Partners sold 16 Palo Alto Networks shares in Q2 2026, an estimated $3.66K.
  • Palo Alto Networks made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • IAG Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 5 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.