IWC
PANW icon

Integrated Wealth Concepts’s Palo Alto Networks PANW Stock Holding History

Integrated Wealth Concepts’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 		$21.1M Buy
61,907
+2,757
+5% +$631K 0.14% 152
2026
Q1 		$9.48M Buy
59,150
+31,092
+111% +$5.22M 0.08% 256
2025
Q4 		$5.17M Sell
28,058
-6,975
-20% -$1.41M 0.06% 285
2025
Q3 		$7.13M Buy
35,033
+2,605
+8% +$499K 0.06% 288
2025
Q2 		$6.64M Buy
32,428
+270
+0.8% +$50.1K 0.07% 275
2025
Q1 		$5.49M Sell
32,158
-10
-0% -$1.85K 0.06% 295
2024
Q4 		$5.85M Buy
32,168
+704
+2% +$133K 0.07% 264
2024
Q3 		$5.38M Buy
31,464
+780
+3% +$131K 0.07% 270
2024
Q2 		$5.2M Buy
30,684
+3,574
+13% +$535K 0.07% 255
2024
Q1 		$3.85M Buy
27,110
+562
+2% +$88.7K 0.06% 320
2023
Q4 		$3.91M Buy
26,548
+2,664
+11% +$356K 0.06% 282
2023
Q3 		$2.8M Sell
23,884
-752
-3% -$89K 0.05% 341
2023
Q2 		$3.15M Buy
24,636
+4,482
+22% +$466K 0.05% 324
2023
Q1 		$2.01M Buy
20,154
+7,592
+60% +$643K 0.04% 407
2022
Q4 		$876K Buy
12,562
+690
+6% +$55.4K 0.02% 502
2022
Q3 		$972K Buy
11,872
+8,050
+211% +$697K 0.03% 434
2022
Q2 		$315K Buy
3,822
+156
+4% +$13.8K 0.01% 750
2022
Q1 		$380K Buy
3,666
+138
+4% +$12.4K 0.01% 657
2021
Q4 		$327K Sell
3,528
-132
-4% -$11.4K 0.01% 737
2021
Q3 		$292K Buy
+3,660
New +$257K 0.01% 751

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's PANW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Palo Alto Networks (PANW) stake by 4.7% in Q2 2026, buying an estimated $631K and bringing the position to 61,907 shares worth $21.1M. The position accounts for 0.14% of the portfolio, ranked #152.

Integrated Wealth Concepts first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Integrated Wealth Concepts held 61,907 shares of Palo Alto Networks worth $21.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,757 Palo Alto Networks shares in Q2 2026, an estimated $631K.
  • Palo Alto Networks made up 0.14% of Integrated Wealth Concepts's portfolio in Q2 2026, its #152 holding.
  • Integrated Wealth Concepts first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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