PTM Wealth Management
PANW icon

PTM Wealth Management’s Palo Alto Networks PANW Stock Holding History

PTM Wealth Management’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
Q3 		$420K Hold
1,000
– – 0.18% 37
2026
Q2 		$324K Buy
+1,000
New +$229K 0.15% 45
2026
Q1 		– Sell
-1,200
Closed -$219K – 58
2025
Q4 		$219K Sell
1,200
-100
-8% -$20.2K 0.12% 54
2025
Q3 		$276K Buy
1,300
+50
+4% +$9.6K 0.16% 43
2025
Q2 		$252K Buy
+1,250
New +$232K 0.17% 40

Other funds holding PANW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PTM Wealth Management's PANW Position: Q3 2026 in Review

PTM Wealth Management held its Palo Alto Networks (PANW) position steady in Q3 2026 at 1,000 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #37.

PTM Wealth Management first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 2,637 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • PTM Wealth Management held 1,000 shares of Palo Alto Networks worth $420K as of Q3 2026.
  • PTM Wealth Management left its Palo Alto Networks share count unchanged in Q3 2026.
  • Palo Alto Networks made up 0.18% of PTM Wealth Management's portfolio in Q3 2026, its #37 holding.
  • PTM Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.