ProVise Management Group’s Palo Alto Networks PANW Stock Holding History

ProVise Management Group’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	$464K	Sell	1,361 -2	-0.1%	-$458	0.03%	187
2026 Q1	$219K	Buy	1,363 +2	+0.1%	+$336	0.02%	249
2025 Q4	$251K	Hold	1,361	–	–	0.02%	233
2025 Q3	$277K	Hold	1,361	–	–	0.02%	224
2025 Q2	$279K	Buy	1,361 +1	+0.1%	+$186	0.02%	224
2025 Q1	$232K	Sell	1,360 -216	-14%	-$39.9K	0.02%	233
2024 Q4	$287K	Hold	1,576	–	–	0.02%	214
2024 Q3	$269K	Hold	1,576	–	–	0.02%	254
2024 Q2	$267K	Sell	1,576 -206	-12%	-$30.8K	0.02%	255
2024 Q1	$253K	Sell	1,782 -114	-6%	-$18K	0.02%	257
2023 Q4	$280K	Hold	1,896	–	–	0.02%	289
2023 Q3	$222K	Hold	1,896	–	–	0.02%	305
2023 Q2	$242K	Buy	+1,896	New	+$197K	0.02%	305
2022 Q4	–	Sell	-3,816	Closed	-$313K	–	331
2022 Q3	$313K	Hold	3,816	–	–	0.04%	247
2022 Q2	$314K	Buy	3,816 +696	+22%	+$61.7K	0.03%	250
2022 Q1	$324K	Buy	+3,120	New	+$279K	0.03%	277
2017 Q1	–	Sell	-10,500	Closed	-$219K	–	326
2016 Q4	$219K	Sell	10,500 -1,500	-13%	-$35.9K	0.04%	298
2016 Q3	$318K	Buy	+12,000	New	+$273K	0.06%	253

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

ProVise Management Group's PANW Position: Q2 2026 in Review

ProVise Management Group reduced its Palo Alto Networks (PANW) stake by 0.15% in Q2 2026, selling an estimated $458 and leaving 1,361 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #187.

ProVise Management Group first reported a position in PANW in Q3 2016 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

ProVise Management Group held 1,361 shares of Palo Alto Networks worth $464K as of Q2 2026.
ProVise Management Group sold 2 Palo Alto Networks shares in Q2 2026, an estimated $458.
Palo Alto Networks made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #187 holding.
ProVise Management Group first reported a position in Palo Alto Networks in Q3 2016 and has held it in 18 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.