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

Principle 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	$9.22M	Sell	27,047 -775	-3%	-$177K	0.46%	50
2026 Q1	$4.46M	Buy	27,822 +491	+2%	+$82.5K	0.25%	79
2025 Q4	$5.03M	Sell	27,331 -70	-0.3%	-$14.1K	0.28%	68
2025 Q3	$5.58M	Sell	27,401 -1,255	-4%	-$240K	0.32%	59
2025 Q2	$5.86M	Buy	28,656 +2,512	+10%	+$466K	0.37%	58
2025 Q1	$4.46M	Buy	26,144 +470	+2%	+$86.9K	0.32%	72
2024 Q4	$4.67M	Buy	25,674 +1,222	+5%	+$231K	0.33%	71
2024 Q3	$4.18M	Sell	24,452 -50	-0.2%	-$8.42K	0.3%	78
2024 Q2	$4.15M	Buy	24,502 +1,784	+8%	+$267K	0.32%	77
2024 Q1	$3.23M	Buy	22,718 +1,110	+5%	+$175K	0.25%	94
2023 Q4	$3.19M	Buy	21,608 +9,400	+77%	+$1.26M	0.27%	90
2023 Q3	$1.43M	Buy	12,208 +4,564	+60%	+$540K	0.14%	123
2023 Q2	$977K	Buy	+7,644	New	+$795K	0.1%	144
2020 Q3	–	Sell	-600	Closed	-$23K	–	348
2020 Q2	$23K	Buy	+600	New	+$21.1K	0.01%	342

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 $3.37T AUM 44.26% 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

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

Principle Wealth Partners reduced its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, selling an estimated $177K and leaving 27,047 shares worth $9.22M. The position accounts for 0.46% of the portfolio, ranked #50.

Principle Wealth Partners first reported a position in PANW in Q2 2020 and has held it in 14 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Principle Wealth Partners held 27,047 shares of Palo Alto Networks worth $9.22M as of Q2 2026.
Principle Wealth Partners sold 775 Palo Alto Networks shares in Q2 2026, an estimated $177K.
Palo Alto Networks made up 0.46% of Principle Wealth Partners's portfolio in Q2 2026, its #50 holding.
Principle Wealth Partners first reported a position in Palo Alto Networks in Q2 2020 and has held it in 14 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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