Perigon Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,000
Closed -$231K 887
2023
Q4
$231K Buy
+7,000
New +$936K 0.01% 747

Other funds holding PANW

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

Perigon Wealth Management increased its Palo Alto Networks (PANW) stake by 0.84% in Q2 2026, buying an estimated $38.2K and bringing the position to 20,065 shares worth $6.84M. The position accounts for 0.11% of the portfolio, ranked #178.

Perigon Wealth Management first reported a position in PANW in Q4 2016 and has held it in 28 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Perigon Wealth Management held 20,065 shares of Palo Alto Networks worth $6.84M as of Q2 2026.
  • Perigon Wealth Management bought 167 Palo Alto Networks shares in Q2 2026, an estimated $38.2K.
  • Palo Alto Networks made up 0.11% of Perigon Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Perigon Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 28 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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