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

Marion 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 		$971K Buy
2,847
+61
+2% +$14K 0.2% 85
2026
Q1 		$447K Buy
2,786
+1,263
+83% +$212K 0.1% 98
2025
Q4 		$274K Buy
1,523
+127
+9% +$25.6K 0.06% 119
2025
Q3 		$284K Buy
1,396
+13
+0.9% +$2.49K 0.07% 112
2025
Q2 		$283K Buy
1,383
+69
+5% +$12.8K 0.07% 113
2025
Q1 		$224K Buy
1,314
+78
+6% +$14.4K 0.06% 119
2024
Q4 		$225K Buy
1,236
+6
+0.5% +$1.13K 0.06% 121
2024
Q3 		$210K Buy
+1,230
New +$207K 0.06% 125

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

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

Marion Wealth Management increased its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, buying an estimated $14K and bringing the position to 2,847 shares worth $971K. The position accounts for 0.2% of the portfolio, ranked #85.

Marion Wealth Management first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Marion Wealth Management held 2,847 shares of Palo Alto Networks worth $971K as of Q2 2026.
  • Marion Wealth Management bought 61 Palo Alto Networks shares in Q2 2026, an estimated $14K.
  • Palo Alto Networks made up 0.2% of Marion Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Marion Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.