PWP
PANW icon

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

Pursue 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 		$4.42M Sell
12,960
-1,589
-11% -$364K 2.47% 14
2026
Q1 		$2.33M Buy
14,549
+13,463
+1,240% +$2.26M 1.39% 21
2025
Q4 		$200K Sell
1,086
-9,678
-90% -$1.95M 0.1% 102
2025
Q3 		$2.19M Buy
10,764
+4,898
+83% +$938K 1.2% 24
2025
Q2 		$1.2M Hold
5,866
– – 0.68% 40
2025
Q1 		$1M Sell
5,866
-28,402
-83% -$5.25M 0.61% 44
2024
Q4 		$6.24M Sell
34,268
-272
-0.8% -$51.4K 3.57% 6
2024
Q3 		$5.9M Sell
34,540
-966
-3% -$163K 3.23% 9
2024
Q2 		$6.02M Sell
35,506
-2,448
-6% -$366K 3.28% 7
2024
Q1 		$5.39M Buy
37,954
+4,112
+12% +$649K 3.17% 8
2023
Q4 		$4.99M Buy
33,842
+2,732
+9% +$365K 3.23% 9
2023
Q3 		$3.65M Sell
31,110
-5,034
-14% -$596K 2.58% 12
2023
Q2 		$4.62M Buy
36,144
+24,678
+215% +$2.57M 2.9% 8
2023
Q1 		$1.15M Hold
11,466
– – 0.78% 38
2022
Q4 		$800K Hold
11,466
– – 0.62% 49
2022
Q3 		$939K Buy
11,466
+4,692
+69% +$406K 0.68% 44
2022
Q2 		$558K Buy
6,774
+3,966
+141% +$352K 0.36% 64
2022
Q1 		$289K Hold
2,808
– – 0.12% 111
2021
Q4 		$261K Buy
+2,808
New +$243K 0.1% 125

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

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

Pursue Wealth Partners reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $364K and leaving 12,960 shares worth $4.42M. The position accounts for 2.47% of the portfolio, ranked #14.

Pursue Wealth Partners first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q4 2024. 2,913 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Pursue Wealth Partners held 12,960 shares of Palo Alto Networks worth $4.42M as of Q2 2026.
  • Pursue Wealth Partners sold 1,589 Palo Alto Networks shares in Q2 2026, an estimated $364K.
  • Palo Alto Networks made up 2.47% of Pursue Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Pursue Wealth Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • Pursue Wealth Partners's Palo Alto Networks position peaked at $6.24M in Q4 2024.
  • 2,913 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.