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PANW icon

Nikulski Financial’s Palo Alto Networks PANW Stock Holding History

Nikulski Financial’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 		$16.6M Buy
48,767
+1,233
+3% +$282K 3.59% 2
2026
Q1 		$7.62M Sell
47,534
-51
-0.1% -$8.57K 1.88% 13
2025
Q4 		$8.77M Buy
47,585
+3,409
+8% +$688K 2.1% 10
2025
Q3 		$9M Buy
44,176
+1,880
+4% +$360K 2.26% 13
2025
Q2 		$8.66M Buy
42,296
+760
+2% +$141K 2.37% 12
2025
Q1 		$7.09M Buy
41,536
+998
+2% +$185K 2.14% 14
2024
Q4 		$7.38M Sell
40,538
-976
-2% -$184K 2.17% 14
2024
Q3 		$7.09M Sell
41,514
-304
-0.7% -$51.2K 2.12% 15
2024
Q2 		$7.09M Buy
41,818
+80
+0.2% +$12K 2.26% 13
2024
Q1 		$5.93M Buy
41,738
+8,468
+25% +$1.34M 1.97% 15
2023
Q4 		$4.91M Buy
33,270
+1,194
+4% +$160K 1.8% 17
2023
Q3 		$3.76M Buy
32,076
+4,674
+17% +$553K 1.56% 18
2023
Q2 		$3.5M Sell
27,402
-70
-0.3% -$7.28K 1.45% 20
2023
Q1 		$2.74M Buy
27,472
+180
+0.7% +$15.3K 1.21% 26
2022
Q4 		$1.9M Buy
27,292
+190
+0.7% +$15.3K 0.91% 35
2022
Q3 		$2.22M Sell
27,102
-108
-0.4% -$9.35K 1.15% 28
2022
Q2 		$2.24M Sell
27,210
-12
-0% -$1.06K 1.11% 28
2022
Q1 		$2.82M Buy
27,222
+588
+2% +$52.6K 1.19% 23
2021
Q4 		$2.47M Buy
26,634
+240
+0.9% +$20.8K 1.04% 28
2021
Q3 		$2.11M Hold
26,394
– – 0.97% 31
2021
Q2 		$1.72M Sell
26,394
-2,052
-7% -$122K 0.8% 37
2021
Q1 		$1.53M Sell
28,446
-816
-3% -$48.5K 0.78% 35
2020
Q4 		$1.73M Sell
29,262
-270
-0.9% -$12.6K 0.95% 34
2020
Q3 		$1.21M Buy
29,532
+192
+0.7% +$7.99K 0.76% 39
2020
Q2 		$1.12M Buy
29,340
+3,150
+12% +$111K 0.79% 37
2020
Q1 		$716K Buy
+26,190
New +$914K 0.62% 39

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

Nikulski Financial's PANW Position: Q2 2026 in Review

Nikulski Financial increased its Palo Alto Networks (PANW) stake by 2.6% in Q2 2026, buying an estimated $282K and bringing the position to 48,767 shares worth $16.6M. The position accounts for 3.59% of the portfolio, ranked #2.

Nikulski Financial first reported a position in PANW in Q1 2020 and has held it in 26 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Nikulski Financial held 48,767 shares of Palo Alto Networks worth $16.6M as of Q2 2026.
  • Nikulski Financial bought 1,233 Palo Alto Networks shares in Q2 2026, an estimated $282K.
  • Palo Alto Networks made up 3.59% of Nikulski Financial's portfolio in Q2 2026, its #2 holding.
  • Nikulski Financial first reported a position in Palo Alto Networks in Q1 2020 and has held it in 26 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.