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Nvest Wealth Strategies’s Palo Alto Networks PANW Stock Holding History

Nvest Wealth Strategies’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 		$3.41K Hold
10
– – ﹤0.01% 167
2026
Q1 		$1.6K Buy
10
+5
+100% +$840 ﹤0.01% 188
2025
Q4 		$921 Buy
+5
New +$1.01K ﹤0.01% 198

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's PANW Position: Q2 2026 in Review

Nvest Wealth Strategies held its Palo Alto Networks (PANW) position steady in Q2 2026 at 10 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Nvest Wealth Strategies first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,150 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Nvest Wealth Strategies held 10 shares of Palo Alto Networks worth $3.41K as of Q2 2026.
  • Nvest Wealth Strategies left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #167 holding.
  • Nvest Wealth Strategies first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,150 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.