PWP
PANW icon

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

Perfromance 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 		$2.54M Sell
7,441
-133
-2% -$30.4K 0.06% 63
2026
Q1 		$1.21M Buy
7,574
+4,095
+118% +$688K 0.04% 82
2025
Q4 		$641K Sell
3,479
-94
-3% -$19K 0.02% 107
2025
Q3 		$728K Buy
3,573
+22
+0.6% +$4.21K 0.02% 92
2025
Q2 		$727K Buy
3,551
+87
+3% +$16.2K 0.02% 84
2025
Q1 		$591K Sell
3,464
-56
-2% -$10.4K 0.02% 81
2024
Q4 		$640K Hold
3,520
– – 0.02% 85
2024
Q3 		$602K Buy
3,520
+54
+2% +$9.09K 0.02% 90
2024
Q2 		$588K Buy
3,466
+80
+2% +$12K 0.02% 79
2024
Q1 		$481K Buy
3,386
+60
+2% +$9.46K 0.02% 98
2023
Q4 		$490K Sell
3,326
-246
-7% -$32.9K 0.02% 106
2023
Q3 		$419K Buy
3,572
+434
+14% +$51.4K 0.02% 117
2023
Q2 		$405K Hold
3,138
– – 0.02% 129
2023
Q1 		$313K Sell
3,138
-90
-3% -$7.63K 0.02% 139
2022
Q4 		$225K Sell
3,228
-522
-14% -$41.9K 0.01% 150
2022
Q3 		$307K Sell
3,750
-36
-1% -$3.12K 0.02% 121
2022
Q2 		$312K Buy
3,786
+252
+7% +$22.3K 0.02% 125
2022
Q1 		$367K Buy
3,534
+36
+1% +$3.22K 0.02% 125
2021
Q4 		$325K Buy
+3,498
New +$303K 0.01% 141

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

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

Perfromance Wealth Partners reduced its Palo Alto Networks (PANW) stake by 1.8% in Q2 2026, selling an estimated $30.4K and leaving 7,441 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #63.

Perfromance Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Perfromance Wealth Partners held 7,441 shares of Palo Alto Networks worth $2.54M as of Q2 2026.
  • Perfromance Wealth Partners sold 133 Palo Alto Networks shares in Q2 2026, an estimated $30.4K.
  • Palo Alto Networks made up 0.06% of Perfromance Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Perfromance Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.