Pension & Wealth Management Advisors’s Palo Alto Networks PANW Stock Holding History

Pension & Wealth Management 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	$152K	Buy	446 +170	+62%	+$38.9K	0.04%	201
2026 Q1	$44.2K	Hold	276	–	–	0.01%	311
2025 Q4	$50.8K	Buy	276 +40	+17%	+$8.07K	0.02%	299
2025 Q3	$48.1K	Buy	+236	New	+$45.2K	0.02%	275
2025 Q2	–	Sell	-184	Closed	-$31.4K	–	522
2025 Q1	$31.4K	Hold	184	–	–	0.01%	306
2024 Q4	$33.5K	Hold	184	–	–	0.01%	300
2024 Q3	$31.4K	Buy	+184	New	+$31K	0.02%	258

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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pension & Wealth Management Advisors's PANW Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Palo Alto Networks (PANW) stake by 62% in Q2 2026, buying an estimated $38.9K and bringing the position to 446 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #201.

Pension & Wealth Management Advisors first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. 2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pension & Wealth Management Advisors held 446 shares of Palo Alto Networks worth $152K as of Q2 2026.
Pension & Wealth Management Advisors bought 170 Palo Alto Networks shares in Q2 2026, an estimated $38.9K.
Palo Alto Networks made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #201 holding.
Pension & Wealth Management Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.