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Independent Solutions Wealth Management’s Palo Alto Networks PANW Stock Holding History

Independent Solutions 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 		$486K Buy
+1,426
New +$326K 0.06% 143
2026
Q1 		– Sell
-11,083
Closed -$2.04M – 195
2025
Q4 		$2.04M Sell
11,083
-705
-6% -$142K 0.38% 83
2025
Q3 		$2.4M Buy
11,788
+306
+3% +$58.6K 0.43% 75
2025
Q2 		$2.35M Buy
11,482
+216
+2% +$40.1K 0.46% 71
2025
Q1 		$1.92M Sell
11,266
-48
-0.4% -$8.88K 0.43% 73
2024
Q4 		$2.06M Buy
11,314
+246
+2% +$46.5K 0.45% 71
2024
Q3 		$1.89M Sell
11,068
-72
-0.6% -$12.1K 0.43% 71
2024
Q2 		$1.89M Buy
11,140
+258
+2% +$38.6K 0.43% 71
2024
Q1 		$1.55M Sell
10,882
-852
-7% -$134K 0.37% 77
2023
Q4 		$1.73M Sell
11,734
-582
-5% -$77.8K 0.44% 67
2023
Q3 		$1.44M Buy
12,316
+62
+0.5% +$7.34K 0.37% 64
2023
Q2 		$1.57M Buy
12,254
+1,126
+10% +$117K 0.39% 60
2023
Q1 		$1.11M Buy
11,128
+486
+5% +$41.2K 0.33% 76
2022
Q4 		$742K Buy
10,642
+7,528
+242% +$604K 0.23% 98
2022
Q3 		$255K Sell
3,114
-486
-14% -$42.1K 0.08% 181
2022
Q2 		$296K Buy
+3,600
New +$319K 0.09% 166

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

Independent Solutions Wealth Management's PANW Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,426 shares worth $486K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in PANW as recently as Q4 2025.

Independent Solutions Wealth Management first reported a position in PANW in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Independent Solutions Wealth Management held 1,426 shares of Palo Alto Networks worth $486K as of Q2 2026.
  • Palo Alto Networks was a new Independent Solutions Wealth Management position in Q2 2026.
  • Palo Alto Networks made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Independent Solutions Wealth Management first reported a position in Palo Alto Networks in Q2 2022 and has held it in 16 quarters since.
  • Independent Solutions Wealth Management's Palo Alto Networks position peaked at $2.4M in Q3 2025.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.