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ORG Wealth Partners’s Palo Alto Networks PANW Stock Holding History

ORG Wealth Partners’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 		$86.3K Sell
253
-92
-27% -$21.1K 0.01% 297
2026
Q1 		$55.3K Buy
345
+143
+71% +$24K 0.01% 322
2025
Q4 		$37.2K Buy
202
+96
+91% +$19.4K 0.01% 340
2025
Q3 		$21.6K Buy
106
+77
+266% +$14.7K ﹤0.01% 390
2025
Q2 		$5.87K Hold
29
– – ﹤0.01% 535
2025
Q1 		$4.95K Sell
29
-109
-79% -$20.2K ﹤0.01% 616
2024
Q4 		$25.1K Sell
138
-986
-88% -$186K 0.01% 322
2024
Q3 		$192K Buy
+1,124
New +$189K 0.06% 128

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

ORG Wealth Partners's PANW Position: Q2 2026 in Review

ORG Wealth Partners reduced its Palo Alto Networks (PANW) stake by 27% in Q2 2026, selling an estimated $21.1K and leaving 253 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #297.

ORG Wealth Partners first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. The position peaked at $192K in Q3 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • ORG Wealth Partners held 253 shares of Palo Alto Networks worth $86.3K as of Q2 2026.
  • ORG Wealth Partners sold 92 Palo Alto Networks shares in Q2 2026, an estimated $21.1K.
  • Palo Alto Networks made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • ORG Wealth Partners first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Palo Alto Networks position peaked at $192K in Q3 2024.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.