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

Modern 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 		$3M Buy
8,789
+2,372
+37% +$543K 0.04% 327
2026
Q1 		$1.03M Buy
6,417
+30
+0.5% +$5.04K 0.02% 417
2025
Q4 		$1.18M Buy
6,387
+380
+6% +$76.7K 0.02% 376
2025
Q3 		$1.22M Buy
6,007
+221
+4% +$42.3K 0.02% 352
2025
Q2 		$1.18M Buy
5,786
+20
+0.3% +$3.71K 0.03% 339
2025
Q1 		$984K Sell
5,766
-171
-3% -$31.6K 0.03% 304
2024
Q4 		$1.08M Buy
5,937
+361
+6% +$68.2K 0.04% 249
2024
Q3 		$953K Buy
5,576
+156
+3% +$26.3K 0.06% 166
2024
Q2 		$919K Buy
5,420
+178
+3% +$26.6K 0.07% 145
2024
Q1 		$745K Buy
+5,242
New +$827K 0.07% 136

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

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

Modern Wealth Management increased its Palo Alto Networks (PANW) stake by 37% in Q2 2026, buying an estimated $543K and bringing the position to 8,789 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #327.

Modern Wealth Management first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Modern Wealth Management held 8,789 shares of Palo Alto Networks worth $3M as of Q2 2026.
  • Modern Wealth Management bought 2,372 Palo Alto Networks shares in Q2 2026, an estimated $543K.
  • Palo Alto Networks made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Modern Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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