MWA
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Medallion Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Medallion Wealth Advisors’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 		$142K Sell
417
-221
-35% -$50.6K 0.04% 289
2026
Q1 		$102K Sell
638
-90
-12% -$15.1K 0.03% 350
2025
Q4 		$134K Hold
728
– – 0.05% 304
2025
Q3 		$148K Hold
728
– – 0.05% 279
2025
Q2 		$145K Hold
728
– – 0.06% 284
2025
Q1 		$125K Buy
728
+212
+41% +$39.2K 0.06% 270
2024
Q4 		$92.4K Buy
+516
New +$97.5K 0.05% 315

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

Medallion Wealth Advisors's PANW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 35% in Q2 2026, selling an estimated $50.6K and leaving 417 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #289.

Medallion Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Medallion Wealth Advisors held 417 shares of Palo Alto Networks worth $142K as of Q2 2026.
  • Medallion Wealth Advisors sold 221 Palo Alto Networks shares in Q2 2026, an estimated $50.6K.
  • Palo Alto Networks made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #289 holding.
  • Medallion Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Palo Alto Networks position peaked at $148K in Q3 2025.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.