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Joseph P. Lucia & Associates’s Palo Alto Networks PANW Stock Holding History

Joseph P. Lucia & Associates’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 		$380K Buy
+1,115
New +$255K 0.11% 131
2026
Q1 		– Sell
-1,115
Closed -$205K – 176
2025
Q4 		$205K Hold
1,115
– – 0.07% 156
2025
Q3 		$227K Hold
1,115
– – 0.09% 144
2025
Q2 		$228K Buy
+1,115
New +$207K 0.09% 137
2021
Q2 		– Sell
-18
Closed -$1K – 606
2021
Q1 		$1K Buy
+18
New +$1.07K ﹤0.01% 543

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

Joseph P. Lucia & Associates's PANW Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,115 shares worth $380K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in PANW as recently as Q4 2025.

Joseph P. Lucia & Associates first reported a position in PANW in Q1 2021 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,115 shares of Palo Alto Networks worth $380K as of Q2 2026.
  • Palo Alto Networks was a new Joseph P. Lucia & Associates position in Q2 2026.
  • Palo Alto Networks made up 0.11% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #131 holding.
  • Joseph P. Lucia & Associates first reported a position in Palo Alto Networks in Q1 2021 and has held it in 5 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.