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 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%	+$9.57K	0.16%	43
2025 Q2	$252K	Buy	+1,250	New	+$232K	0.17%	40

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

PTM Wealth Management's PANW Position: Q2 2026 in Review

PTM Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,000 shares worth $324K. The stake represents 0.15% of the portfolio and ranks #45 among its holdings. This is a return to the name: PTM Wealth Management previously reported a position in PANW as recently as Q4 2025.

PTM Wealth Management first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

PTM Wealth Management held 1,000 shares of Palo Alto Networks worth $324K as of Q2 2026.
Palo Alto Networks was a new PTM Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.15% of PTM Wealth Management's portfolio in Q2 2026, its #45 holding.
PTM Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.