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Kestra Private Wealth Services’s Palo Alto Networks PANW Stock Holding History

Kestra Private Wealth Services’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 		$32.5M Buy
95,382
+3,886
+4% +$889K 0.36% 55
2026
Q1 		$14.7M Buy
91,496
+1,718
+2% +$289K 0.18% 123
2025
Q4 		$16.5M Buy
89,778
+8,631
+11% +$1.74M 0.21% 107
2025
Q3 		$16.5M Buy
81,147
+1,486
+2% +$284K 0.22% 100
2025
Q2 		$16.3M Buy
79,661
+138
+0.2% +$25.6K 0.23% 91
2025
Q1 		$13.6M Buy
79,523
+1,224
+2% +$226K 0.23% 92
2024
Q4 		$14.2M Buy
78,299
+37,765
+93% +$7.13M 0.24% 89
2024
Q3 		$6.98M Sell
40,534
-30,706
-43% -$5.17M 0.13% 175
2024
Q2 		$12.1M Buy
71,240
+4,526
+7% +$677K 0.24% 91
2024
Q1 		$9.48M Buy
66,714
+29,790
+81% +$4.7M 0.21% 116
2023
Q4 		$5.44M Buy
36,924
+6,388
+21% +$854K 0.14% 178
2023
Q3 		$3.58M Buy
30,536
+5,960
+24% +$705K 0.11% 204
2023
Q2 		$3.14M Buy
24,576
+4,982
+25% +$518K 0.11% 215
2023
Q1 		$1.96M Buy
19,594
+582
+3% +$49.3K 0.08% 273
2022
Q4 		$1.33M Buy
19,012
+510
+3% +$41K 0.07% 312
2022
Q3 		$1.51M Buy
18,502
+3,370
+22% +$292K 0.09% 254
2022
Q2 		$1.25M Buy
15,132
+1,788
+13% +$159K 0.07% 299
2022
Q1 		$1.38M Buy
13,344
+594
+5% +$53.2K 0.07% 303
2021
Q4 		$1.18M Buy
12,750
+234
+2% +$20.2K 0.06% 347
2021
Q3 		$999K Buy
12,516
+30
+0.2% +$2.11K 0.06% 348
2021
Q2 		$772K Sell
12,486
-306
-2% -$18.1K 0.05% 406
2021
Q1 		$687K Sell
12,792
-16,728
-57% -$994K 0.05% 385
2020
Q4 		$1.75M Buy
29,520
+2,394
+9% +$112K 0.13% 184
2020
Q3 		$1.11M Buy
+27,126
New +$1.13M 0.1% 218

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

Kestra Private Wealth Services's PANW Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Palo Alto Networks (PANW) stake by 4.2% in Q2 2026, buying an estimated $889K and bringing the position to 95,382 shares worth $32.5M. The position accounts for 0.36% of the portfolio, ranked #55.

Kestra Private Wealth Services first reported a position in PANW in Q3 2020 and has held it in 24 quarters since. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kestra Private Wealth Services held 95,382 shares of Palo Alto Networks worth $32.5M as of Q2 2026.
  • Kestra Private Wealth Services bought 3,886 Palo Alto Networks shares in Q2 2026, an estimated $889K.
  • Palo Alto Networks made up 0.36% of Kestra Private Wealth Services's portfolio in Q2 2026, its #55 holding.
  • Kestra Private Wealth Services first reported a position in Palo Alto Networks in Q3 2020 and has held it in 24 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.