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

Mission 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	$10.7M	Buy	31,241 +12,599	+68%	+$2.88M	0.13%	101
2026 Q1	$2.99M	Sell	18,642 -3,770	-17%	-$633K	0.06%	164
2025 Q4	$4.13M	Sell	22,412 -918	-4%	-$185K	0.08%	132
2025 Q3	$4.75M	Sell	23,330 -7,984	-25%	-$1.53M	0.09%	124
2025 Q2	$6.41M	Sell	31,314 -402	-1%	-$74.7K	0.14%	95
2025 Q1	$5.41M	Buy	31,716 +1,704	+6%	+$315K	0.13%	98
2024 Q4	$5.46M	Buy	30,012 +4,980	+20%	+$941K	0.13%	91
2024 Q3	$4.28M	Buy	25,032 +6,066	+32%	+$1.02M	0.1%	106
2024 Q2	$3.21M	Buy	18,966 +3,552	+23%	+$531K	0.09%	131
2024 Q1	$2.19M	Buy	15,414 +9,460	+159%	+$1.49M	0.06%	171
2023 Q4	$878K	Buy	5,954 +352	+6%	+$47.1K	0.03%	264
2023 Q3	$657K	Buy	5,602 +166	+3%	+$19.6K	0.02%	296
2023 Q2	$695K	Buy	5,436 +426	+9%	+$44.3K	0.03%	287
2023 Q1	$500K	Sell	5,010 -278	-5%	-$23.6K	0.02%	334
2022 Q4	$369K	Buy	5,288 +2,334	+79%	+$187K	0.02%	385
2022 Q3	$242K	Sell	2,954 -16	-0.5%	-$1.39K	0.01%	433
2022 Q2	$244K	Sell	2,970 -24	-0.8%	-$2.13K	0.01%	442
2022 Q1	$310K	Buy	2,994 +168	+6%	+$15K	0.01%	412
2021 Q4	$262K	Buy	2,826 +222	+9%	+$19.2K	0.01%	461
2021 Q3	$208K	Buy	+2,604	New	+$183K	0.01%	480

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Mission Wealth Management increased its Palo Alto Networks (PANW) stake by 68% in Q2 2026, buying an estimated $2.88M and bringing the position to 31,241 shares worth $10.7M. The position accounts for 0.13% of the portfolio, ranked #101.

Mission Wealth Management first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Mission Wealth Management held 31,241 shares of Palo Alto Networks worth $10.7M as of Q2 2026.
Mission Wealth Management bought 12,599 Palo Alto Networks shares in Q2 2026, an estimated $2.88M.
Palo Alto Networks made up 0.13% of Mission Wealth Management's portfolio in Q2 2026, its #101 holding.
Mission Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.