PWA
PANW icon

Provenance Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Provenance Wealth 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 		$249K Sell
729
-409
-36% -$93.6K 0.02% 122
2026
Q1 		$182K Buy
1,138
+467
+70% +$78.5K 0.02% 126
2025
Q4 		$124K Sell
671
-482
-42% -$97.2K 0.01% 138
2025
Q3 		$235K Hold
1,153
– – 0.03% 114
2025
Q2 		$236K Buy
1,153
+409
+55% +$76K 0.03% 109
2025
Q1 		$127K Buy
744
+32
+4% +$5.92K 0.02% 163
2024
Q4 		$130K Hold
712
– – 0.02% 169
2024
Q3 		$122K Buy
712
+450
+172% +$75.7K 0.02% 172
2024
Q2 		$44.4K Sell
262
-450
-63% -$67.3K 0.01% 217
2024
Q1 		$101K Buy
712
+404
+131% +$63.7K 0.01% 180
2023
Q4 		$45.4K Sell
308
-1,182
-79% -$158K 0.01% 213
2023
Q3 		$175K Buy
+1,490
New +$176K 0.03% 123

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

Provenance Wealth Advisors's PANW Position: Q2 2026 in Review

Provenance Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 36% in Q2 2026, selling an estimated $93.6K and leaving 729 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #122.

Provenance Wealth Advisors first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Provenance Wealth Advisors held 729 shares of Palo Alto Networks worth $249K as of Q2 2026.
  • Provenance Wealth Advisors sold 409 Palo Alto Networks shares in Q2 2026, an estimated $93.6K.
  • Palo Alto Networks made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Provenance Wealth Advisors first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.