Omnia Family Wealth’s Palo Alto Networks PANW Stock Holding History

Omnia Family 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	$350K	Buy	+1,025	New	+$235K	0.09%	66
2025 Q4	–	Sell	-1,199	Closed	-$244K	–	107
2025 Q3	$244K	Sell	1,199 -147	-11%	-$28.1K	0.08%	85
2025 Q2	$275K	Buy	1,346 +28	+2%	+$5.2K	0.1%	72
2025 Q1	$225K	Sell	1,318 -480	-27%	-$88.8K	0.09%	79
2024 Q4	$327K	Buy	1,798 +10	+0.6%	+$1.89K	0.14%	56
2024 Q3	$306K	Buy	1,788 +34	+2%	+$5.72K	0.13%	58
2024 Q2	$297K	Buy	+1,754	New	+$262K	0.13%	56
2017 Q3	–	Sell	-114	Closed	-$3K	–	664
2017 Q2	$3K	Buy	+114	New	+$2.3K	﹤0.01%	522
2017 Q1	–	Sell	-42	Closed	-$1K	–	760
2016 Q4	$1K	Buy	+42	New	+$1.01K	﹤0.01%	699

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

Omnia Family Wealth's PANW Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,025 shares worth $350K. The stake represents 0.09% of the portfolio and ranks #66 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in PANW as recently as Q3 2025.

Omnia Family Wealth first reported a position in PANW in Q4 2016 and has held it in 9 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Omnia Family Wealth held 1,025 shares of Palo Alto Networks worth $350K as of Q2 2026.
Palo Alto Networks was a new Omnia Family Wealth position in Q2 2026.
Palo Alto Networks made up 0.09% of Omnia Family Wealth's portfolio in Q2 2026, its #66 holding.
Omnia Family Wealth first reported a position in Palo Alto Networks in Q4 2016 and has held it in 9 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.