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McCarter Private Wealth Services’s Palo Alto Networks PANW Stock Holding History

McCarter Private Wealth Services’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 		$5.42M Sell
15,901
-1,953
-11% -$447K 1.87% 10
2026
Q1 		$2.86M Buy
17,854
+1,088
+6% +$183K 1.24% 23
2025
Q4 		$3.09M Buy
16,766
+430
+3% +$86.8K 1.39% 21
2025
Q3 		$3.33M Buy
16,336
+47
+0.3% +$9K 1.7% 18
2025
Q2 		$3.33M Buy
16,289
+46
+0.3% +$8.54K 1.91% 15
2025
Q1 		$2.77M Buy
16,243
+667
+4% +$123K 1.82% 20
2024
Q4 		$2.83M Buy
15,576
+338
+2% +$63.9K 1.8% 18
2024
Q3 		$2.6M Buy
+15,238
New +$2.56M 1.65% 22

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

McCarter Private Wealth Services's PANW Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $447K and leaving 15,901 shares worth $5.42M. The position accounts for 1.87% of the portfolio, ranked #10.

McCarter Private Wealth Services first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • McCarter Private Wealth Services held 15,901 shares of Palo Alto Networks worth $5.42M as of Q2 2026.
  • McCarter Private Wealth Services sold 1,953 Palo Alto Networks shares in Q2 2026, an estimated $447K.
  • Palo Alto Networks made up 1.87% of McCarter Private Wealth Services's portfolio in Q2 2026, its #10 holding.
  • McCarter Private Wealth Services first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.