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

Peterson 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 		– Sell
-11,104
Closed -$1.78M – 193
2026
Q1 		$1.78M Buy
11,104
+1,503
+16% +$252K 1.03% 20
2025
Q4 		$1.77M Buy
9,601
+2,102
+28% +$424K 1.31% 18
2025
Q3 		$1.53M Sell
7,499
-8,541
-53% -$1.63M 1.06% 23
2025
Q2 		$3.28M Sell
16,040
-2,685
-14% -$499K 1.95% 22
2025
Q1 		$3.2M Sell
18,725
-365
-2% -$67.5K 2.15% 17
2024
Q4 		$3.47M Buy
19,090
+358
+2% +$67.6K 2.07% 18
2024
Q3 		$3.2M Sell
18,732
-902
-5% -$152K 2.05% 20
2024
Q2 		$3.33M Buy
19,634
+298
+2% +$44.6K 2.05% 19
2024
Q1 		$2.75M Buy
+19,336
New +$3.05M 1.98% 17

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

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

Peterson Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 11,104 shares — an estimated $1.78M sold.

Peterson Wealth Management first reported a position in PANW in Q1 2024 and held it in 9 quarters. The position peaked at $3.47M in Q4 2024. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Peterson Wealth Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Peterson Wealth Management sold 11,104 Palo Alto Networks shares in Q2 2026, an estimated $1.78M.
  • Peterson Wealth Management first reported a position in Palo Alto Networks in Q1 2024 and held it in 9 quarters.
  • Peterson Wealth Management's Palo Alto Networks position peaked at $3.47M in Q4 2024.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.