Kelleher Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Kelleher Financial 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	$932K	Buy	2,733 +252	+10%	+$57.7K	0.13%	119
2026 Q1	$497K	Buy	2,481 +132	+6%	+$22.2K	0.13%	121
2025 Q4	$433K	Hold	2,349	–	–	0.1%	128
2025 Q3	$478K	Buy	2,349 +118	+5%	+$22.6K	0.12%	115
2025 Q2	$457K	Buy	2,231 +341	+18%	+$63.3K	0.16%	80
2025 Q1	$323K	Sell	1,890 -1,971	-51%	-$364K	0.13%	95
2024 Q4	$703K	Sell	3,861 -67	-2%	-$12.7K	0.27%	51
2024 Q3	$671K	Sell	3,928 -450	-10%	-$75.7K	0.26%	55
2024 Q2	$742K	Sell	4,378 -1,122	-20%	-$168K	0.3%	46
2024 Q1	$781K	Hold	5,500	–	–	0.32%	46
2023 Q4	$811K	Sell	5,500 -930	-14%	-$124K	0.38%	36
2023 Q3	$754K	Hold	6,430	–	–	0.39%	37
2023 Q2	$821K	Buy	6,430 +1,500	+30%	+$156K	0.47%	37
2023 Q1	$492K	Hold	4,930	–	–	0.33%	58
2022 Q4	$344K	Buy	4,930 +4	+0.1%	+$321	0.26%	66
2022 Q3	$403K	Buy	4,926 +6	+0.1%	+$520	0.29%	67
2022 Q2	$405K	Buy	4,920 +2,598	+112%	+$230K	0.18%	85
2022 Q1	$240K	Buy	+2,322	New	+$208K	0.13%	103

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's PANW Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Palo Alto Networks (PANW) stake by 10% in Q2 2026, buying an estimated $57.7K and bringing the position to 2,733 shares worth $932K. The position accounts for 0.13% of the portfolio, ranked #119.

Kelleher Financial Advisors first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Kelleher Financial Advisors held 2,733 shares of Palo Alto Networks worth $932K as of Q2 2026.
Kelleher Financial Advisors bought 252 Palo Alto Networks shares in Q2 2026, an estimated $57.7K.
Palo Alto Networks made up 0.13% of Kelleher Financial Advisors's portfolio in Q2 2026, its #119 holding.
Kelleher Financial Advisors first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.