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Money Concepts Capital’s Palo Alto Networks PANW Stock Holding History

Money Concepts Capital’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 		$5.06M Buy
14,830
+131
+0.9% +$30K 0.23% 94
2026
Q1 		$2.36M Buy
14,699
+1,314
+10% +$221K 0.13% 160
2025
Q4 		$2.47M Buy
13,385
+2,567
+24% +$518K 0.14% 144
2025
Q3 		$2.2M Buy
10,818
+1,430
+15% +$274K 0.14% 152
2025
Q2 		$1.92M Buy
9,388
+713
+8% +$132K 0.13% 158
2025
Q1 		$1.48M Buy
8,675
+222
+3% +$41.1K 0.11% 177
2024
Q4 		$1.54M Buy
8,453
+669
+9% +$126K 0.11% 169
2024
Q3 		$1.33M Buy
7,784
+256
+3% +$43.1K 0.1% 181
2024
Q2 		$1.28M Buy
7,528
+756
+11% +$113K 0.11% 182
2024
Q1 		$962K Buy
6,772
+1,236
+22% +$195K 0.09% 209
2023
Q4 		$816K Buy
5,536
+932
+20% +$125K 0.08% 217
2023
Q3 		$540K Buy
4,604
+1,248
+37% +$148K 0.06% 241
2023
Q2 		$429K Buy
3,356
+200
+6% +$20.8K 0.04% 271
2023
Q1 		$313K Sell
3,156
-4,310
-58% -$365K 0.02% 351
2022
Q4 		$521K Buy
7,466
+3,126
+72% +$251K 0.02% 423
2022
Q3 		$355K Buy
4,340
+350
+9% +$30.3K 0.02% 341
2022
Q2 		$338K Buy
3,990
+2,916
+272% +$259K 0.03% 332
2022
Q1 		$111K Buy
+1,074
New +$96.1K 0.01% 949

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

Money Concepts Capital's PANW Position: Q2 2026 in Review

Money Concepts Capital increased its Palo Alto Networks (PANW) stake by 0.89% in Q2 2026, buying an estimated $30K and bringing the position to 14,830 shares worth $5.06M. The position accounts for 0.23% of the portfolio, ranked #94.

Money Concepts Capital first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Money Concepts Capital held 14,830 shares of Palo Alto Networks worth $5.06M as of Q2 2026.
  • Money Concepts Capital bought 131 Palo Alto Networks shares in Q2 2026, an estimated $30K.
  • Palo Alto Networks made up 0.23% of Money Concepts Capital's portfolio in Q2 2026, its #94 holding.
  • Money Concepts Capital first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.