NW
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Naviter Wealth’s Palo Alto Networks PANW Stock Holding History

Naviter Wealth’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 		$2.83M Buy
8,292
+2,487
+43% +$569K 0.26% 91
2026
Q1 		$931K Sell
5,805
-800
-12% -$134K 0.12% 162
2025
Q4 		$1.22M Buy
6,605
+28
+0.4% +$5.65K 0.16% 145
2025
Q3 		$1.34M Buy
6,577
+629
+11% +$120K 0.16% 147
2025
Q2 		$1.22M Sell
5,948
-776
-12% -$144K 0.15% 149
2025
Q1 		$1.16M Buy
6,724
+101
+2% +$18.7K 0.14% 161
2024
Q4 		$1.21M Buy
+6,623
New +$1.25M 0.15% 160

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

Naviter Wealth's PANW Position: Q2 2026 in Review

Naviter Wealth increased its Palo Alto Networks (PANW) stake by 43% in Q2 2026, buying an estimated $569K and bringing the position to 8,292 shares worth $2.83M. The position accounts for 0.26% of the portfolio, ranked #91.

Naviter Wealth first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Naviter Wealth held 8,292 shares of Palo Alto Networks worth $2.83M as of Q2 2026.
  • Naviter Wealth bought 2,487 Palo Alto Networks shares in Q2 2026, an estimated $569K.
  • Palo Alto Networks made up 0.26% of Naviter Wealth's portfolio in Q2 2026, its #91 holding.
  • Naviter Wealth first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.