MWM
PANW icon

Meridian Wealth Management’s Palo Alto Networks PANW Stock Holding History

Meridian 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 		$12.7M Sell
37,279
-1,318
-3% -$302K 0.39% 49
2026
Q1 		$6.19M Buy
38,597
+3,112
+9% +$523K 0.22% 94
2025
Q4 		$6.54M Buy
35,485
+2,512
+8% +$507K 0.23% 85
2025
Q3 		$6.71M Buy
32,973
+385
+1% +$73.7K 0.26% 79
2025
Q2 		$6.67M Buy
32,588
+854
+3% +$159K 0.28% 77
2025
Q1 		$5.42M Buy
31,734
+1,182
+4% +$219K 0.26% 88
2024
Q4 		$5.56M Sell
30,552
-520
-2% -$98.2K 0.26% 83
2024
Q3 		$5.31M Buy
+31,072
New +$5.23M 0.26% 82
2024
Q2 		– Sell
-36,232
Closed -$5.15M – 470
2024
Q1 		$5.15M Sell
36,232
-1,126
-3% -$178K 0.86% 23
2023
Q4 		$5.51M Sell
37,358
-35,734
-49% -$4.78M 0.35% 64
2023
Q3 		$8.57M Buy
73,092
+61,902
+553% +$7.33M 0.53% 37
2023
Q2 		$1.43M Buy
11,190
+2,130
+24% +$222K 0.12% 154
2023
Q1 		$905K Buy
9,060
+92
+1% +$7.8K 0.08% 221
2022
Q4 		$626K Sell
8,968
-6,320
-41% -$507K 0.06% 266
2022
Q3 		$1.25M Buy
15,288
+336
+2% +$29.1K 0.13% 159
2022
Q2 		$1.23M Buy
14,952
+1,446
+11% +$128K 0.1% 215
2022
Q1 		$1.4M Buy
13,506
+2,094
+18% +$187K 0.15% 123
2021
Q4 		$1.06M Buy
11,412
+2,340
+26% +$202K 0.11% 150
2021
Q3 		$724K Buy
9,072
+72
+0.8% +$5.06K 0.09% 184
2021
Q2 		$557K Sell
9,000
-4,056
-31% -$240K 0.07% 209
2021
Q1 		$701K Buy
+13,056
New +$776K 0.1% 171
2019
Q2 		– Sell
-6,468
Closed -$262K – 545
2019
Q1 		$262K Buy
+6,468
New +$240K 0.12% 156

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

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

Meridian Wealth Management reduced its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, selling an estimated $302K and leaving 37,279 shares worth $12.7M. The position accounts for 0.39% of the portfolio, ranked #49.

Meridian Wealth Management first reported a position in PANW in Q1 2019 and has held it in 22 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Meridian Wealth Management held 37,279 shares of Palo Alto Networks worth $12.7M as of Q2 2026.
  • Meridian Wealth Management sold 1,318 Palo Alto Networks shares in Q2 2026, an estimated $302K.
  • Palo Alto Networks made up 0.39% of Meridian Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Meridian Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 22 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.