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

Navigoe 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 		$0 Buy
+1
New +$229 ﹤0.01% 960
2025
Q3 		– Sell
-10
Closed -$2K – 276
2025
Q2 		$2K Hold
10
– – ﹤0.01% 145
2025
Q1 		$1K Hold
10
– – ﹤0.01% 154
2024
Q4 		$1K Buy
+10
New +$1.89K ﹤0.01% 154

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in PANW as recently as Q2 2025.

Navigoe Wealth Management first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $2K in Q2 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Navigoe Wealth Management held 1 share of Palo Alto Networks worth $0 as of Q2 2026.
  • Palo Alto Networks was a new Navigoe Wealth Management position in Q2 2026.
  • Palo Alto Networks made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #960 holding.
  • Navigoe Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
  • Navigoe Wealth Management's Palo Alto Networks position peaked at $2K in Q2 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.