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Newbridge Financial Services Group’s Palo Alto Networks PANW Stock Holding History

Newbridge Financial Services 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 		$3.06M Buy
8,984
+298
+3% +$68.2K 0.38% 62
2026
Q1 		$1.39M Buy
8,686
+236
+3% +$39.6K 0.23% 87
2025
Q4 		$1.56M Buy
8,450
+2,071
+32% +$418K 0.24% 78
2025
Q3 		$1.3M Sell
6,379
-217
-3% -$41.5K 0.19% 96
2025
Q2 		$1.35M Sell
6,596
-45
-0.7% -$8.36K 0.22% 85
2025
Q1 		$1.13M Sell
6,641
-635
-9% -$117K 0.28% 80
2024
Q4 		$1.32M Buy
+7,276
New +$1.37M 0.34% 65
2024
Q3 		– Sell
-7,154
Closed -$1.21M – 975
2024
Q2 		$1.21M Sell
7,154
-1,990
-22% -$298K 0.45% 47
2024
Q1 		$1.3M Buy
9,144
+3,304
+57% +$521K 0.57% 35
2023
Q4 		$861K Buy
5,840
+316
+6% +$42.3K 0.42% 44
2023
Q3 		$648K Buy
5,524
+1,704
+45% +$202K 0.33% 60
2023
Q2 		$488K Sell
3,820
-164
-4% -$17.1K 0.24% 84
2023
Q1 		$398K Hold
3,984
– – 0.21% 101
2022
Q4 		$278K Buy
3,984
+228
+6% +$18.3K 0.16% 134
2022
Q3 		$308K Buy
3,756
+120
+3% +$10.4K 0.18% 119
2022
Q2 		$299K Buy
3,636
+54
+2% +$4.79K 0.19% 115
2022
Q1 		$372K Sell
3,582
-264
-7% -$23.6K 0.18% 114
2021
Q4 		$357K Buy
3,846
+96
+3% +$8.3K 0.17% 128
2021
Q3 		$299K Hold
3,750
– – 0.19% 121
2021
Q2 		$232K Sell
3,750
-90
-2% -$5.33K 0.14% 154
2021
Q1 		$206K Sell
3,840
-60
-2% -$3.57K 0.15% 155
2020
Q4 		$231K Hold
3,900
– – 0.19% 115
2020
Q3 		$159K Buy
+3,900
New +$162K 0.16% 135

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

Newbridge Financial Services Group's PANW Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, buying an estimated $68.2K and bringing the position to 8,984 shares worth $3.06M. The position accounts for 0.38% of the portfolio, ranked #62.

Newbridge Financial Services Group first reported a position in PANW in Q3 2020 and has held it in 23 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Newbridge Financial Services Group held 8,984 shares of Palo Alto Networks worth $3.06M as of Q2 2026.
  • Newbridge Financial Services Group bought 298 Palo Alto Networks shares in Q2 2026, an estimated $68.2K.
  • Palo Alto Networks made up 0.38% of Newbridge Financial Services Group's portfolio in Q2 2026, its #62 holding.
  • Newbridge Financial Services Group first reported a position in Palo Alto Networks in Q3 2020 and has held it in 23 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.