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

Mindset 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 		$2.23M Buy
6,530
+4,600
+238% +$1.05M 0.43% 24
2026
Q1 		$309K Sell
1,930
-164
-8% -$27.6K 0.08% 122
2025
Q4 		$386K Sell
2,094
-39
-2% -$7.87K 0.1% 108
2025
Q3 		$434K Buy
2,133
+33
+2% +$6.32K 0.12% 93
2025
Q2 		$430K Buy
2,100
+10
+0.5% +$1.86K 0.14% 82
2025
Q1 		$357K Sell
2,090
-20
-0.9% -$3.7K 0.14% 86
2024
Q4 		$384K Buy
2,110
+400
+23% +$75.6K 0.14% 81
2024
Q3 		$292K Buy
+1,710
New +$288K 0.12% 94

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

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

Mindset Wealth Management increased its Palo Alto Networks (PANW) stake by 238% in Q2 2026, buying an estimated $1.05M and bringing the position to 6,530 shares worth $2.23M. The position accounts for 0.43% of the portfolio, ranked #24.

Mindset Wealth Management 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.

  • Mindset Wealth Management held 6,530 shares of Palo Alto Networks worth $2.23M as of Q2 2026.
  • Mindset Wealth Management bought 4,600 Palo Alto Networks shares in Q2 2026, an estimated $1.05M.
  • Palo Alto Networks made up 0.43% of Mindset Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Mindset Wealth Management 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 Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.