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 		$34.1K Hold
100
– – 0.01% 159
2026
Q1 		$16K Buy
+100
New +$16.8K ﹤0.01% 146

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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. 486 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.
  • 486 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.