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Opal Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Opal Wealth Advisors’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 		$517K Sell
1,515
-204
-12% -$46.7K 0.11% 98
2026
Q1 		$276K Buy
1,719
+117
+7% +$19.7K 0.06% 158
2025
Q4 		$295K Sell
1,602
-16
-1% -$3.23K 0.08% 159
2025
Q3 		$329K Buy
1,618
+292
+22% +$55.9K 0.09% 136
2025
Q2 		$271K Sell
1,326
-13
-1% -$2.41K 0.08% 154
2025
Q1 		$228K Buy
1,339
+5
+0.4% +$925 0.07% 162
2024
Q4 		$243K Buy
1,334
+108
+9% +$20.4K 0.07% 156
2024
Q3 		$210K Sell
1,226
-50
-4% -$8.42K 0.07% 180
2024
Q2 		$216K Sell
1,276
-178
-12% -$26.6K 0.07% 161
2024
Q1 		$207K Sell
1,454
-276
-16% -$43.5K 0.07% 167
2023
Q4 		$255K Buy
1,730
+14
+0.8% +$1.87K 0.1% 142
2023
Q3 		$201K Buy
+1,716
New +$203K 0.12% 138
2022
Q1 		– Sell
-2,814
Closed -$261K – 127
2021
Q4 		$261K Sell
2,814
-78
-3% -$6.75K 0.17% 93
2021
Q3 		$231K Buy
+2,892
New +$203K 0.22% 68

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

Opal Wealth Advisors's PANW Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $46.7K and leaving 1,515 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #98.

Opal Wealth Advisors first reported a position in PANW in Q3 2021 and has held it in 14 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Opal Wealth Advisors held 1,515 shares of Palo Alto Networks worth $517K as of Q2 2026.
  • Opal Wealth Advisors sold 204 Palo Alto Networks shares in Q2 2026, an estimated $46.7K.
  • Palo Alto Networks made up 0.11% of Opal Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Opal Wealth Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 14 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.