Quantum Private Wealth’s Palo Alto Networks PANW Stock Holding History

Quantum Private Wealth’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	$4.13M	Sell	12,103 -1,819	-13%	-$416K	1.06%	22
2026 Q1	$2.23M	Buy	13,922 +1,153	+9%	+$194K	0.69%	32
2025 Q4	$2.35M	Hold	12,769	–	–	0.69%	29
2025 Q3	$2.6M	Buy	12,769 +689	+6%	+$132K	0.76%	26
2025 Q2	$2.47M	Sell	12,080 -51	-0.4%	-$9.47K	0.8%	22
2025 Q1	$2.07M	Sell	12,131 -90	-0.7%	-$16.6K	0.78%	24
2024 Q4	$2.22M	Buy	12,221 +125	+1%	+$23.6K	0.71%	29
2024 Q3	$2.07M	Sell	12,096 -32	-0.3%	-$5.39K	0.7%	27
2024 Q2	$2.06M	Buy	12,128 +1,222	+11%	+$183K	0.73%	22
2024 Q1	$1.55M	Buy	10,906 +566	+5%	+$89.3K	0.57%	39
2023 Q4	$1.52M	Buy	10,340 +1,040	+11%	+$139K	0.64%	33
2023 Q3	$1.09M	Buy	9,300 +206	+2%	+$24.4K	0.52%	43
2023 Q2	$1.16M	Buy	9,094 +1,618	+22%	+$168K	0.54%	37
2023 Q1	$747K	Buy	7,476 +140	+2%	+$11.9K	0.4%	59
2022 Q4	$512K	Buy	7,336 +1,426	+24%	+$115K	0.32%	82
2022 Q3	$484K	Buy	5,910 +1,524	+35%	+$132K	0.3%	86
2022 Q2	$361K	Sell	4,386 -216	-5%	-$19.2K	0.21%	109
2022 Q1	$477K	Buy	4,602 +240	+6%	+$21.5K	0.21%	104
2021 Q4	$404K	Buy	+4,362	New	+$377K	0.15%	129

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

Quantum Private Wealth's PANW Position: Q2 2026 in Review

Quantum Private Wealth reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $416K and leaving 12,103 shares worth $4.13M. The position accounts for 1.06% of the portfolio, ranked #22.

Quantum Private Wealth first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Quantum Private Wealth held 12,103 shares of Palo Alto Networks worth $4.13M as of Q2 2026.
Quantum Private Wealth sold 1,819 Palo Alto Networks shares in Q2 2026, an estimated $416K.
Palo Alto Networks made up 1.06% of Quantum Private Wealth's portfolio in Q2 2026, its #22 holding.
Quantum Private Wealth first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.