MWM
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Marietta Wealth Management’s Palo Alto Networks PANW Stock Holding History

Marietta 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 		$21.5M Sell
62,965
-2,298
-4% -$526K 2.21% 9
2026
Q1 		$10.5M Buy
65,263
+3,746
+6% +$629K 1.24% 27
2025
Q4 		$11.3M Buy
61,517
+705
+1% +$142K 1.31% 23
2025
Q3 		$12.4M Buy
60,812
+13,388
+28% +$2.56M 1.51% 19
2025
Q2 		$9.7M Buy
47,424
+769
+2% +$143K 1.27% 28
2025
Q1 		$7.96M Buy
46,655
+1,261
+3% +$233K 1.17% 31
2024
Q4 		$8.26M Sell
45,394
-476
-1% -$89.9K 1.18% 28
2024
Q3 		$7.84M Buy
45,870
+1,884
+4% +$317K 1.14% 32
2024
Q2 		$7.46M Sell
43,986
-192
-0.4% -$28.7K 1.16% 29
2024
Q1 		$6.28M Sell
44,178
-2,886
-6% -$455K 1.04% 38
2023
Q4 		$6.95M Sell
47,064
-956
-2% -$128K 1.24% 28
2023
Q3 		$5.63M Buy
48,020
+290
+0.6% +$34.3K 1.12% 35
2023
Q2 		$6.1M Sell
47,730
-67,986
-59% -$7.07M 1.15% 30
2023
Q1 		$5.13M Buy
115,716
+87,032
+303% +$7.38M 1.09% 47
2022
Q4 		$2M Buy
+28,684
New +$2.3M 0.45% 76

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

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

Marietta Wealth Management reduced its Palo Alto Networks (PANW) stake by 3.5% in Q2 2026, selling an estimated $526K and leaving 62,965 shares worth $21.5M. The position accounts for 2.21% of the portfolio, ranked #9.

Marietta Wealth Management first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Marietta Wealth Management held 62,965 shares of Palo Alto Networks worth $21.5M as of Q2 2026.
  • Marietta Wealth Management sold 2,298 Palo Alto Networks shares in Q2 2026, an estimated $526K.
  • Palo Alto Networks made up 2.21% of Marietta Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Marietta Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.