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Philip James Wealth Mangement’s Palo Alto Networks PANW Stock Holding History

Philip James Wealth Mangement’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 		$508K Sell
1,489
-499
-25% -$114K 0.06% 107
2026
Q1 		$319K Sell
1,988
-15
-0.7% -$2.52K 0.04% 135
2025
Q4 		$369K Buy
2,003
+201
+11% +$40.6K 0.04% 136
2025
Q3 		$367K Buy
+1,802
New +$345K 0.04% 134

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Philip James Wealth Mangement's PANW Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Palo Alto Networks (PANW) stake by 25% in Q2 2026, selling an estimated $114K and leaving 1,489 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #107.

Philip James Wealth Mangement first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 1,990 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Philip James Wealth Mangement held 1,489 shares of Palo Alto Networks worth $508K as of Q2 2026.
  • Philip James Wealth Mangement sold 499 Palo Alto Networks shares in Q2 2026, an estimated $114K.
  • Palo Alto Networks made up 0.06% of Philip James Wealth Mangement's portfolio in Q2 2026, its #107 holding.
  • Philip James Wealth Mangement first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.