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

NewEdge 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 		$19.3M Buy
56,508
+536
+1% +$123K 0.19% 98
2026
Q1 		$8.97M Sell
55,972
-28,679
-34% -$4.82M 0.11% 136
2025
Q4 		$15.6M Buy
84,651
+1,078
+1% +$217K 0.18% 101
2025
Q3 		$17.8M Buy
83,573
+21,241
+34% +$4.07M 0.26% 88
2025
Q2 		$10.5M Sell
62,332
-4,081
-6% -$758K 0.16% 114
2025
Q1 		$11.3M Buy
66,413
+462
+0.7% +$85.4K 0.21% 100
2024
Q4 		$12M Buy
65,951
+6,319
+11% +$1.19M 0.21% 106
2024
Q3 		$10.2M Buy
59,632
+33,424
+128% +$5.63M 0.18% 116
2024
Q2 		$4.44M Sell
26,208
-114
-0.4% -$17.1K 0.1% 176
2024
Q1 		$3.89M Buy
26,322
+3,490
+15% +$551K 0.09% 201
2023
Q4 		$3.37M Sell
22,832
-1,590
-7% -$213K 0.09% 196
2023
Q3 		$2.86M Sell
24,422
-3,416
-12% -$404K 0.09% 192
2023
Q2 		$3.56M Buy
27,838
+16,926
+155% +$1.76M 0.12% 161
2023
Q1 		$1.09M Buy
10,912
+6,070
+125% +$514K 0.04% 299
2022
Q4 		$338K Sell
4,842
-690
-12% -$55.4K 0.01% 425
2022
Q3 		$453K Buy
5,532
+492
+10% +$42.6K 0.02% 367
2022
Q2 		$415K Buy
5,040
+1,710
+51% +$152K 0.02% 417
2022
Q1 		$345K Buy
+3,330
New +$298K 0.02% 348

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

NewEdge Wealth's PANW Position: Q2 2026 in Review

NewEdge Wealth increased its Palo Alto Networks (PANW) stake by 0.96% in Q2 2026, buying an estimated $123K and bringing the position to 56,508 shares worth $19.3M. The position accounts for 0.19% of the portfolio, ranked #98.

NewEdge Wealth first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • NewEdge Wealth held 56,508 shares of Palo Alto Networks worth $19.3M as of Q2 2026.
  • NewEdge Wealth bought 536 Palo Alto Networks shares in Q2 2026, an estimated $123K.
  • Palo Alto Networks made up 0.19% of NewEdge Wealth's portfolio in Q2 2026, its #98 holding.
  • NewEdge Wealth first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.