Pacific Excel Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Pacific Excel 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	$279K	Buy	+819	New	+$187K	0.11%	167

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's PANW Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 819 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #167 among its holdings.

2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pacific Excel Wealth Advisors held 819 shares of Palo Alto Networks worth $279K as of Q2 2026.
Palo Alto Networks was a new Pacific Excel Wealth Advisors position in Q2 2026.
Palo Alto Networks made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #167 holding.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.