Plotkin Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Plotkin Financial 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	$1.81M	Sell	5,298 -60	-1%	-$13.7K	0.75%	27
2026 Q1	$859K	Buy	5,358 +478	+10%	+$80.3K	0.43%	43
2025 Q4	$899K	Buy	4,880 +226	+5%	+$45.6K	0.44%	43
2025 Q3	$948K	Buy	4,654 +1,319	+40%	+$252K	0.47%	38
2025 Q2	$682K	Buy	3,335 +174	+6%	+$32.3K	0.38%	43
2025 Q1	$539K	Buy	3,161 +881	+39%	+$163K	0.33%	46
2024 Q4	$415K	Buy	2,280 +498	+28%	+$94.1K	0.25%	63
2024 Q3	$305K	Buy	1,782 +424	+31%	+$71.4K	0.18%	72
2024 Q2	$230K	Buy	+1,358	New	+$203K	0.15%	81

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Plotkin Financial Advisors's PANW Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, selling an estimated $13.7K and leaving 5,298 shares worth $1.81M. The position accounts for 0.75% of the portfolio, ranked #27.

Plotkin Financial Advisors first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Plotkin Financial Advisors held 5,298 shares of Palo Alto Networks worth $1.81M as of Q2 2026.
Plotkin Financial Advisors sold 60 Palo Alto Networks shares in Q2 2026, an estimated $13.7K.
Palo Alto Networks made up 0.75% of Plotkin Financial Advisors's portfolio in Q2 2026, its #27 holding.
Plotkin Financial Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.