MF
PANW icon

Montis Financial’s Palo Alto Networks PANW Stock Holding History

Montis Financial’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 		$214K Buy
+627
New +$144K 0.04% 148

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

Montis Financial's PANW Position: Q2 2026 in Review

Montis Financial opened a new position in Palo Alto Networks (PANW) in Q2 2026: 627 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Montis Financial held 627 shares of Palo Alto Networks worth $214K as of Q2 2026.
  • Palo Alto Networks was a new Montis Financial position in Q2 2026.
  • Palo Alto Networks made up 0.04% of Montis Financial's portfolio in Q2 2026, its #148 holding.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.