PWM
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Palumbo Wealth Management’s Palo Alto Networks PANW Stock Holding History

Palumbo Wealth Management’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 		$245K Buy
+717
New +$164K 0.05% 210
2023
Q4 		– Sell
-4,338
Closed -$509K – 130
2023
Q3 		$509K Buy
+4,338
New +$513K 0.28% 65

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

Palumbo Wealth Management's PANW Position: Q2 2026 in Review

Palumbo Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 717 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in PANW as recently as Q3 2023.

Palumbo Wealth Management first reported a position in PANW in Q3 2023 and has held it in 2 quarters since. The position peaked at $509K in Q3 2023. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Palumbo Wealth Management held 717 shares of Palo Alto Networks worth $245K as of Q2 2026.
  • Palo Alto Networks was a new Palumbo Wealth Management position in Q2 2026.
  • Palo Alto Networks made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Palumbo Wealth Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 2 quarters since.
  • Palumbo Wealth Management's Palo Alto Networks position peaked at $509K in Q3 2023.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.