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

Private 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	$3.92M	Buy	11,502 +195	+2%	+$44.6K	0.28%	50
2026 Q1	$1.81M	Buy	11,307 +5,889	+109%	+$989K	0.14%	75
2025 Q4	$998K	Sell	5,418 -564	-9%	-$114K	0.07%	99
2025 Q3	$1.22M	Buy	5,982 +529	+10%	+$101K	0.09%	89
2025 Q2	$1.12M	Buy	5,453 +750	+16%	+$139K	0.09%	91
2025 Q1	$803K	Buy	4,703 +91	+2%	+$16.8K	0.07%	98
2024 Q4	$839K	Buy	4,612 +900	+24%	+$170K	0.06%	98
2024 Q3	$634K	Buy	3,712 +400	+12%	+$67.3K	0.05%	111
2024 Q2	$561K	Buy	3,312 +1,060	+47%	+$159K	0.04%	109
2024 Q1	$320K	Buy	2,252 +206	+10%	+$32.5K	0.03%	132
2023 Q4	$302K	Hold	2,046	–	–	0.03%	135
2023 Q3	$240K	Hold	2,046	–	–	0.02%	141
2023 Q2	$261K	Sell	2,046 -330	-14%	-$34.3K	0.02%	132
2023 Q1	$237K	Buy	+2,376	New	+$201K	0.02%	138
2020 Q1	–	Sell	-8,808	Closed	-$339K	–	134
2019 Q4	$339K	Hold	8,808	–	–	0.05%	103
2019 Q3	$299K	Hold	8,808	–	–	0.05%	98
2019 Q2	$299K	Hold	8,808	–	–	0.05%	106
2019 Q1	$357K	Hold	8,808	–	–	0.06%	95
2018 Q4	$276K	Hold	8,808	–	–	0.05%	86
2018 Q3	$331K	Hold	8,808	–	–	0.05%	99
2018 Q2	$302K	Sell	8,808 -240	-3%	-$8K	0.05%	103
2018 Q1	$274K	Buy	+9,048	New	+$251K	0.05%	111
2014 Q1	–	Sell	-48,060	Closed	-$460K	–	169
2013 Q4	$460K	Buy	+48,060	New	+$381K	0.1%	127

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

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

Private Wealth Partners increased its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 11,502 shares worth $3.92M. The position accounts for 0.28% of the portfolio, ranked #50.

Private Wealth Partners first reported a position in PANW in Q4 2013 and has held it in 23 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Private Wealth Partners held 11,502 shares of Palo Alto Networks worth $3.92M as of Q2 2026.
Private Wealth Partners bought 195 Palo Alto Networks shares in Q2 2026, an estimated $44.6K.
Palo Alto Networks made up 0.28% of Private Wealth Partners's portfolio in Q2 2026, its #50 holding.
Private Wealth Partners first reported a position in Palo Alto Networks in Q4 2013 and has held it in 23 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.