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OneAscent Financial Services’s Palo Alto Networks PANW Stock Holding History

OneAscent Financial Services’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 		$2.74M Buy
8,031
+53
+0.7% +$12.1K 0.13% 111
2026
Q1 		$1.28M Buy
7,978
+1,962
+33% +$330K 0.07% 171
2025
Q4 		$1.11M Sell
6,016
-12
-0.2% -$2.42K 0.1% 135
2025
Q3 		$1.23M Buy
6,028
+2,625
+77% +$502K 0.08% 161
2025
Q2 		$690K Buy
3,403
+655
+24% +$122K 0.05% 253
2025
Q1 		$470K Buy
2,748
+753
+38% +$139K 0.03% 345
2024
Q4 		$363K Buy
1,995
+177
+10% +$33.4K 0.03% 316
2024
Q3 		$311K Buy
+1,818
New +$306K 0.22% 121
2024
Q2 		– Sell
-2,752
Closed -$391K – 338
2024
Q1 		$391K Sell
2,752
-1,824
-40% -$288K 0.04% 241
2023
Q4 		$675K Buy
4,576
+276
+6% +$36.9K 0.08% 157
2023
Q3 		$504K Buy
+4,300
New +$509K 0.13% 118
2023
Q2 		– Sell
-6,168
Closed -$616K – 186
2023
Q1 		$616K Buy
6,168
+752
+14% +$63.7K 0.25% 43
2022
Q4 		$378K Buy
5,416
+38
+0.7% +$3.05K 0.16% 77
2022
Q3 		$440K Sell
5,378
-874
-14% -$75.7K 0.17% 88
2022
Q2 		$515K Buy
6,252
+816
+15% +$72.4K 0.23% 71
2022
Q1 		$564K Buy
5,436
+30
+0.6% +$2.69K 0.4% 31
2021
Q4 		$502K Buy
+5,406
New +$468K 0.96% 27
2020
Q4 		– Sell
-7,320
Closed -$299K – 168
2020
Q3 		$299K Buy
7,320
+792
+12% +$32.9K 0.16% 139
2020
Q2 		$250K Sell
6,528
-5,868
-47% -$207K 0.17% 134
2020
Q1 		$339K Buy
12,396
+3,816
+44% +$133K 0.26% 68
2019
Q4 		$331K Buy
+8,580
New +$324K 0.18% 98
2019
Q3 		– Sell
-6,906
Closed -$235K – 141
2019
Q2 		$235K Buy
+6,906
New +$258K 0.16% 151

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's PANW Position: Q2 2026 in Review

OneAscent Financial Services increased its Palo Alto Networks (PANW) stake by 0.66% in Q2 2026, buying an estimated $12.1K and bringing the position to 8,031 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #111.

OneAscent Financial Services first reported a position in PANW in Q2 2019 and has held it in 22 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • OneAscent Financial Services held 8,031 shares of Palo Alto Networks worth $2.74M as of Q2 2026.
  • OneAscent Financial Services bought 53 Palo Alto Networks shares in Q2 2026, an estimated $12.1K.
  • Palo Alto Networks made up 0.13% of OneAscent Financial Services's portfolio in Q2 2026, its #111 holding.
  • OneAscent Financial Services first reported a position in Palo Alto Networks in Q2 2019 and has held it in 22 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.