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

Mosley 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	$357K	Sell	1,046 -2,039	-66%	-$467K	0.11%	123
2026 Q1	$628K	Buy	3,085 +33	+1%	+$5.54K	0.28%	73
2025 Q4	$665K	Buy	+3,052	New	+$616K	0.3%	73
2024 Q4	$561K	Buy	3,023 +227	+8%	+$42.9K	0.35%	65
2024 Q3	$529K	Buy	2,796 +460	+20%	+$77.4K	0.36%	64
2024 Q2	$396K	Buy	2,336 +802	+52%	+$120K	0.34%	70
2024 Q1	$218K	Buy	1,534 +44	+3%	+$6.94K	0.2%	89
2023 Q4	$220K	Buy	+1,490	New	+$199K	0.22%	89

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Mosley Wealth Management reduced its Palo Alto Networks (PANW) stake by 66% in Q2 2026, selling an estimated $467K and leaving 1,046 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #123.

Mosley Wealth Management first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. The position peaked at $665K in Q4 2025. 1,823 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Mosley Wealth Management held 1,046 shares of Palo Alto Networks worth $357K as of Q2 2026.
Mosley Wealth Management sold 2,039 Palo Alto Networks shares in Q2 2026, an estimated $467K.
Palo Alto Networks made up 0.11% of Mosley Wealth Management's portfolio in Q2 2026, its #123 holding.
Mosley Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Palo Alto Networks position peaked at $665K in Q4 2025.
1,823 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.