KWM
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Kingsview Wealth Management’s Palo Alto Networks PANW Stock Holding History

Kingsview 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 		$7.1M Sell
20,822
-1,399
-6% -$320K 0.09% 214
2026
Q1 		$3.56M Buy
22,221
+2,333
+12% +$392K 0.05% 375
2025
Q4 		$3.66M Sell
19,888
-2,346
-11% -$473K 0.05% 342
2025
Q3 		$4.53M Buy
22,234
+669
+3% +$128K 0.07% 289
2025
Q2 		$4.41M Buy
21,565
+441
+2% +$81.9K 0.07% 269
2025
Q1 		$3.6M Buy
21,124
+755
+4% +$140K 0.07% 266
2024
Q4 		$3.71M Sell
20,369
-75
-0.4% -$14.2K 0.07% 256
2024
Q3 		$3.49M Sell
20,444
-4,788
-19% -$806K 0.07% 247
2024
Q2 		$4.28M Sell
25,232
-3,226
-11% -$483K 0.1% 202
2024
Q1 		$4.04M Buy
28,458
+7,930
+39% +$1.25M 0.1% 195
2023
Q4 		$3.03M Buy
20,528
+958
+5% +$128K 0.09% 206
2023
Q3 		$2.29M Buy
19,570
+2,784
+17% +$329K 0.08% 251
2023
Q2 		$2.14M Sell
16,786
-5,618
-25% -$585K 0.08% 240
2023
Q1 		$2.24M Buy
22,404
+6,574
+42% +$557K 0.09% 222
2022
Q4 		$1.1M Buy
15,830
+158
+1% +$12.7K 0.05% 326
2022
Q3 		$1.28M Sell
15,672
-1,284
-8% -$111K 0.06% 285
2022
Q2 		$1.4M Buy
16,956
+18
+0.1% +$1.6K 0.07% 285
2022
Q1 		$1.76M Sell
16,938
-2,676
-14% -$240K 0.08% 258
2021
Q4 		$1.82M Buy
19,614
+6,336
+48% +$548K 0.08% 265
2021
Q3 		$1.06M Sell
13,278
-156
-1% -$11K 0.05% 360
2021
Q2 		$830K Buy
13,434
+5,328
+66% +$316K 0.04% 421
2021
Q1 		$443K Buy
8,106
+636
+9% +$37.8K 0.03% 534
2020
Q4 		$442K Sell
7,470
-3,174
-30% -$148K 0.03% 472
2020
Q3 		$434K Buy
+10,644
New +$443K 0.04% 397
2019
Q4 		– Sell
-15,270
Closed -$519K – 516
2019
Q3 		$519K Sell
15,270
-1,356
-8% -$48K 0.08% 246
2019
Q2 		$565K Buy
16,626
+600
+4% +$22.4K 0.09% 228
2019
Q1 		$649K Buy
+16,026
New +$594K 0.1% 228

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

Kingsview Wealth Management's PANW Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Palo Alto Networks (PANW) stake by 6.3% in Q2 2026, selling an estimated $320K and leaving 20,822 shares worth $7.1M. The position accounts for 0.09% of the portfolio, ranked #214.

Kingsview Wealth Management first reported a position in PANW in Q1 2019 and has held it in 27 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kingsview Wealth Management held 20,822 shares of Palo Alto Networks worth $7.1M as of Q2 2026.
  • Kingsview Wealth Management sold 1,399 Palo Alto Networks shares in Q2 2026, an estimated $320K.
  • Palo Alto Networks made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Kingsview Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 27 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.