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National Wealth Management Group’s Palo Alto Networks PANW Stock Holding History

National Wealth Management Group’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 		$236K Buy
+693
New +$159K 0.07% 203
2025
Q4 		– Sell
-1,429
Closed -$291K – 275
2025
Q3 		$291K Buy
+1,429
New +$274K 0.11% 187
2024
Q3 		– Sell
-2,514
Closed -$426K – 166
2024
Q2 		$426K Buy
+2,514
New +$376K 0.32% 72

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

National Wealth Management Group's PANW Position: Q2 2026 in Review

National Wealth Management Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 693 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in PANW as recently as Q3 2025.

National Wealth Management Group first reported a position in PANW in Q2 2024 and has held it in 3 quarters since. The position peaked at $426K in Q2 2024. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • National Wealth Management Group held 693 shares of Palo Alto Networks worth $236K as of Q2 2026.
  • Palo Alto Networks was a new National Wealth Management Group position in Q2 2026.
  • Palo Alto Networks made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #203 holding.
  • National Wealth Management Group first reported a position in Palo Alto Networks in Q2 2024 and has held it in 3 quarters since.
  • National Wealth Management Group's Palo Alto Networks position peaked at $426K in Q2 2024.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.