Lake Street Private Wealth’s Palo Alto Networks PANW Stock Holding History

Lake Street Private Wealth’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	$4.02M	Sell	11,790 -925	-7%	-$212K	0.46%	65
2026 Q1	$2.04M	Sell	12,715 -447	-3%	-$75.1K	0.26%	79
2025 Q4	$2.42M	Sell	13,162 -553	-4%	-$112K	0.3%	71
2025 Q3	$2.79M	Buy	13,715 +649	+5%	+$124K	0.36%	67
2025 Q2	$2.67M	Sell	13,066 -242	-2%	-$44.9K	0.38%	64
2025 Q1	$2.27M	Sell	13,308 -275	-2%	-$50.9K	0.37%	71
2024 Q4	$2.47M	Sell	13,583 -2,225	-14%	-$420K	0.39%	64
2024 Q3	$2.7M	Sell	15,808 -13,864	-47%	-$2.33M	0.43%	61
2024 Q2	$5.03M	Sell	29,672 -2,220	-7%	-$332K	0.65%	33
2024 Q1	$4.53M	Buy	31,892 +9,380	+42%	+$1.48M	0.63%	41
2023 Q4	$3.32M	Sell	22,512 -314	-1%	-$42K	0.52%	52
2023 Q3	$2.68M	Sell	22,826 -326	-1%	-$38.6K	0.48%	59
2023 Q2	$2.96M	Sell	23,152 -1,026	-4%	-$107K	0.52%	59
2023 Q1	$2.41M	Buy	24,178 +58	+0.2%	+$4.92K	0.45%	68
2022 Q4	$1.68M	Buy	24,120 +3,210	+15%	+$258K	0.35%	87
2022 Q3	$1.71M	Buy	20,910 +834	+4%	+$72.2K	0.39%	74
2022 Q2	$1.65M	Sell	20,076 -60	-0.3%	-$5.32K	0.35%	83
2022 Q1	$2.09M	Sell	20,136 -600	-3%	-$53.7K	0.38%	78
2021 Q4	$1.92M	Buy	20,736 +6,366	+44%	+$551K	0.34%	85
2021 Q3	$1.15M	Sell	14,370 -660	-4%	-$46.4K	0.28%	93
2021 Q2	$929K	Sell	15,030 -90	-0.6%	-$5.33K	0.24%	104
2021 Q1	$812K	Buy	15,120 +60	+0.4%	+$3.57K	0.22%	110
2020 Q4	$892K	Buy	15,060 +600	+4%	+$28K	0.26%	97
2020 Q3	$590K	Sell	14,460 -210	-1%	-$8.74K	0.2%	106
2020 Q2	$561K	Sell	14,670 -2,040	-12%	-$71.9K	0.21%	98
2020 Q1	$457K	Sell	16,710 -1,500	-8%	-$52.4K	0.21%	95
2019 Q4	$702K	Sell	18,210 -390	-2%	-$14.7K	0.27%	93
2019 Q3	$632K	Buy	18,600 +570	+3%	+$20.2K	0.29%	86
2019 Q2	$612K	Sell	18,030 -990	-5%	-$37K	0.36%	67
2019 Q1	$770K	Buy	+19,020	New	+$705K	0.53%	58

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

Lake Street Private Wealth's PANW Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Palo Alto Networks (PANW) stake by 7.3% in Q2 2026, selling an estimated $212K and leaving 11,790 shares worth $4.02M. The position accounts for 0.46% of the portfolio, ranked #65.

Lake Street Private Wealth first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.03M in Q2 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Lake Street Private Wealth held 11,790 shares of Palo Alto Networks worth $4.02M as of Q2 2026.
Lake Street Private Wealth sold 925 Palo Alto Networks shares in Q2 2026, an estimated $212K.
Palo Alto Networks made up 0.46% of Lake Street Private Wealth's portfolio in Q2 2026, its #65 holding.
Lake Street Private Wealth first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
Lake Street Private Wealth's Palo Alto Networks position peaked at $5.03M in Q2 2024.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.