Johnson & White Wealth Management’s Palo Alto Networks PANW Stock Holding History

Johnson & White 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	$452K	Buy	1,325 +1	+0.1%	+$229	0.17%	82
2026 Q1	$212K	Buy	+1,324	New	+$222K	0.09%	101
2025 Q4	–	Sell	-1,078	Closed	-$220K	–	115
2025 Q3	$220K	Hold	1,078	–	–	0.1%	103
2025 Q2	$221K	Buy	+1,078	New	+$200K	0.11%	97

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

Johnson & White Wealth Management's PANW Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Palo Alto Networks (PANW) stake by 0.08% in Q2 2026, buying an estimated $229 and bringing the position to 1,325 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #82.

Johnson & White Wealth Management first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Johnson & White Wealth Management held 1,325 shares of Palo Alto Networks worth $452K as of Q2 2026.
Johnson & White Wealth Management bought 1 Palo Alto Networks share in Q2 2026, an estimated $229.
Palo Alto Networks made up 0.17% of Johnson & White Wealth Management's portfolio in Q2 2026, its #82 holding.
Johnson & White Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.