Left Brain Wealth Management’s Palo Alto Networks PANW Stock Holding History

Left Brain 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 Q3	$215K	Buy	+540	New	+$192K	0.07%	94
2024 Q1	–	Sell	-28,730	Closed	-$4.24M	–	78
2023 Q4	$4.24M	Buy	28,730 +24	+0.1%	+$3.21K	2.45%	11
2023 Q3	$3.36M	Sell	28,706 -136	-0.5%	-$16.1K	2.09%	13
2023 Q2	$3.68M	Buy	28,842 +260	+0.9%	+$27.1K	2.25%	14
2023 Q1	$2.61M	Buy	28,582 +1,578	+6%	+$134K	1.77%	19
2022 Q4	$1.88M	Buy	+27,004	New	+$2.17M	1.41%	25

Other funds holding PANW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Left Brain Wealth Management's PANW Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Palo Alto Networks (PANW) in Q3 2026: 540 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in PANW as recently as Q4 2023.

Left Brain Wealth Management first reported a position in PANW in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.24M in Q4 2023. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Left Brain Wealth Management held 540 shares of Palo Alto Networks worth $215K as of Q3 2026.
Palo Alto Networks was a new Left Brain Wealth Management position in Q3 2026.
Palo Alto Networks made up 0.07% of Left Brain Wealth Management's portfolio in Q3 2026, its #94 holding.
Left Brain Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 6 quarters since.
Left Brain Wealth Management's Palo Alto Networks position peaked at $4.24M in Q4 2023.
2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.