IWA
PANW icon

Icon Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Icon Wealth Advisors’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 		$1.22M Buy
+3,576
New +$819K 0.07% 164
2026
Q1 		– Sell
-4,249
Closed -$856K – 427
2025
Q4 		$856K Buy
4,249
+1,374
+48% +$277K 0.06% 189
2025
Q3 		$585K Sell
2,875
-143
-5% -$27.4K 0.04% 241
2025
Q2 		$618K Buy
3,018
+160
+6% +$29.7K 0.04% 227
2025
Q1 		$488K Buy
2,858
+784
+38% +$145K 0.04% 220
2024
Q4 		$377K Buy
2,074
+200
+11% +$37.8K 0.03% 258
2024
Q3 		$320K Sell
1,874
-252
-12% -$42.4K 0.03% 285
2024
Q2 		$345K Buy
2,126
+960
+82% +$144K 0.03% 262
2024
Q1 		$166K Buy
+1,166
New +$184K 0.02% 371

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

Icon Wealth Advisors's PANW Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 3,576 shares worth $1.22M. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in PANW as recently as Q4 2025.

Icon Wealth Advisors first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Icon Wealth Advisors held 3,576 shares of Palo Alto Networks worth $1.22M as of Q2 2026.
  • Palo Alto Networks was a new Icon Wealth Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Icon Wealth Advisors first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.