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

Modera 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 		$383K Buy
+1,124
New +$257K ﹤0.01% 502
2026
Q1 		– Sell
-3,100
Closed -$571K – 664
2025
Q4 		$571K Buy
3,100
+75
+2% +$15.1K 0.01% 432
2025
Q3 		$616K Buy
+3,025
New +$579K 0.01% 421

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 $3.38T AUM 44.17% 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

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

Modera Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,124 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in PANW as recently as Q4 2025.

Modera Wealth Management first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $616K in Q3 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Modera Wealth Management held 1,124 shares of Palo Alto Networks worth $383K as of Q2 2026.
  • Palo Alto Networks was a new Modera Wealth Management position in Q2 2026.
  • Palo Alto Networks made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Modera Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Modera Wealth Management's Palo Alto Networks position peaked at $616K in Q3 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.