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

Moran 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	$22.8M	Sell	66,727 -6,907	-9%	-$1.58M	0.62%	34
2026 Q1	$11.8M	Buy	73,634 +7,572	+11%	+$1.27M	0.36%	87
2025 Q4	$12.2M	Buy	66,062 +799	+1%	+$161K	0.37%	83
2025 Q3	$13.3M	Buy	65,263 +1,575	+2%	+$301K	0.4%	78
2025 Q2	$13M	Buy	63,688 +62,066	+3,827%	+$11.5M	0.4%	77
2025 Q1	$277K	Buy	+1,622	New	+$300K	0.01%	404
2024 Q2	–	Sell	-3,198	Closed	-$454K	–	426
2024 Q1	$454K	Buy	3,198 +922	+41%	+$145K	0.01%	330
2023 Q4	$336K	Buy	+2,276	New	+$304K	0.01%	355

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

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

Moran Wealth Management reduced its Palo Alto Networks (PANW) stake by 9.4% in Q2 2026, selling an estimated $1.58M and leaving 66,727 shares worth $22.8M. The position accounts for 0.62% of the portfolio, ranked #34.

Moran Wealth Management first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Moran Wealth Management held 66,727 shares of Palo Alto Networks worth $22.8M as of Q2 2026.
Moran Wealth Management sold 6,907 Palo Alto Networks shares in Q2 2026, an estimated $1.58M.
Palo Alto Networks made up 0.62% of Moran Wealth Management's portfolio in Q2 2026, its #34 holding.
Moran Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.