Nvest Financial’s Palo Alto Networks PANW Stock Holding History

Nvest 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	$1.5M	Buy	4,411 +1,586	+56%	+$363K	0.48%	54
2026 Q1	$453K	Buy	+2,825	New	+$475K	0.17%	94

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 $3.37T AUM 44.26% 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

Nvest Financial's PANW Position: Q2 2026 in Review

Nvest Financial increased its Palo Alto Networks (PANW) stake by 56% in Q2 2026, buying an estimated $363K and bringing the position to 4,411 shares worth $1.5M. The position accounts for 0.48% of the portfolio, ranked #54.

Nvest Financial first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Nvest Financial held 4,411 shares of Palo Alto Networks worth $1.5M as of Q2 2026.
Nvest Financial bought 1,586 Palo Alto Networks shares in Q2 2026, an estimated $363K.
Palo Alto Networks made up 0.48% of Nvest Financial's portfolio in Q2 2026, its #54 holding.
Nvest Financial first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.