Laidlaw Wealth Management’s Palo Alto Networks PANW Stock Holding History

Laidlaw 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	$1.29M	Buy	3,790 +27	+0.7%	+$6.18K	3.69%	7
2026 Q1	$603K	Buy	3,763 +697	+23%	+$117K	2.09%	14
2025 Q4	$565K	Sell	3,066 -2,039	-40%	-$411K	1.75%	19
2025 Q3	$1.04M	Buy	5,105 +583	+13%	+$112K	2.48%	13
2025 Q2	$925K	Sell	4,522 -742	-14%	-$138K	2.67%	10
2025 Q1	$898K	Sell	5,264 -1,252	-19%	-$232K	2.65%	11
2024 Q4	$1.19M	Sell	6,516 -226	-3%	-$42.7K	0.52%	55
2024 Q3	$1.15M	Sell	6,742 -514	-7%	-$86.5K	0.57%	56
2024 Q2	$1.23M	Sell	7,256 -200	-3%	-$29.9K	0.68%	47
2024 Q1	$1.06M	Sell	7,456 -6,764	-48%	-$1.07M	0.59%	53
2023 Q4	$2.1M	Sell	14,220 -178	-1%	-$23.8K	0.76%	33
2023 Q3	$1.69M	Buy	14,398 +1,032	+8%	+$122K	0.56%	49
2023 Q2	$1.71M	Buy	13,366 +1,430	+12%	+$149K	0.33%	79
2023 Q1	$1.19M	Sell	11,936 -778	-6%	-$65.9K	0.24%	105
2022 Q4	$887K	Buy	12,714 +440	+4%	+$35.3K	0.19%	135
2022 Q3	$1M	Buy	12,274 +1,630	+15%	+$141K	0.23%	112
2022 Q2	$876K	Sell	10,644 -1,434	-12%	-$127K	0.18%	134
2022 Q1	$1.25M	Buy	12,078 +144	+1%	+$12.9K	0.21%	117
2021 Q4	$1.11M	Buy	11,934 +1,524	+15%	+$132K	0.18%	137
2021 Q3	$831K	Buy	10,410 +90	+0.9%	+$6.32K	0.21%	106
2021 Q2	$638K	Buy	10,320 +192	+2%	+$11.4K	0.16%	127
2021 Q1	$544K	Buy	10,128 +1,206	+14%	+$71.7K	0.19%	118
2020 Q4	$528K	Buy	+8,922	New	+$417K	0.11%	183

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

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

Laidlaw Wealth Management increased its Palo Alto Networks (PANW) stake by 0.72% in Q2 2026, buying an estimated $6.18K and bringing the position to 3,790 shares worth $1.29M. The position accounts for 3.69% of the portfolio, ranked #7.

Laidlaw Wealth Management first reported a position in PANW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.1M in Q4 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Laidlaw Wealth Management held 3,790 shares of Palo Alto Networks worth $1.29M as of Q2 2026.
Laidlaw Wealth Management bought 27 Palo Alto Networks shares in Q2 2026, an estimated $6.18K.
Palo Alto Networks made up 3.69% of Laidlaw Wealth Management's portfolio in Q2 2026, its #7 holding.
Laidlaw Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 23 quarters since.
Laidlaw Wealth Management's Palo Alto Networks position peaked at $2.1M in Q4 2023.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.