NewSquare Capital’s Palo Alto Networks PANW Stock Holding History

NewSquare Capital’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	$352K	Buy	+1,033	New	+$236K	0.03%	196
2025 Q3	–	Sell	-430	Closed	-$88K	–	913
2025 Q2	$88K	Buy	430 +100	+30%	+$18.6K	0.01%	229
2025 Q1	$56.3K	Buy	330 +290	+725%	+$53.6K	﹤0.01%	228
2024 Q4	$7.28K	Buy	+40	New	+$7.56K	﹤0.01%	310
2023 Q4	–	Sell	-18	Closed	-$2.11K	–	599
2023 Q3	$2.11K	Sell	18 -54	-75%	-$6.39K	﹤0.01%	453
2023 Q2	$9.2K	Sell	72 -46	-39%	-$4.79K	﹤0.01%	350
2023 Q1	$11.8K	Buy	118 +82	+228%	+$6.95K	﹤0.01%	334
2022 Q4	$2.51K	Buy	+36	New	+$2.89K	﹤0.01%	456
2018 Q1	–	Sell	-1,596	Closed	-$39K	–	345
2017 Q4	$39K	Hold	1,596	–	–	0.01%	167
2017 Q3	$38K	Buy	+1,596	New	+$36.3K	0.01%	146

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NewSquare Capital's PANW Position: Q2 2026 in Review

NewSquare Capital opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,033 shares worth $352K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in PANW as recently as Q2 2025.

NewSquare Capital first reported a position in PANW in Q3 2017 and has held it in 10 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

NewSquare Capital held 1,033 shares of Palo Alto Networks worth $352K as of Q2 2026.
Palo Alto Networks was a new NewSquare Capital position in Q2 2026.
Palo Alto Networks made up 0.03% of NewSquare Capital's portfolio in Q2 2026, its #196 holding.
NewSquare Capital first reported a position in Palo Alto Networks in Q3 2017 and has held it in 10 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.