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Resurgent Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Resurgent Financial Advisors’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 		$923K Buy
2,707
+169
+7% +$38.7K 0.26% 88
2026
Q1 		$407K Buy
2,538
+1,122
+79% +$188K 0.15% 169
2025
Q4 		$261K Sell
1,416
-8
-0.6% -$1.61K 0.13% 179
2025
Q3 		$290K Buy
1,424
+145
+11% +$27.8K 0.14% 173
2025
Q2 		$262K Buy
+1,279
New +$238K 0.14% 160
2025
Q1 		– Sell
-1,169
Closed -$213K – 189
2024
Q4 		$213K Sell
1,169
-15
-1% -$2.83K 0.13% 170
2024
Q3 		$202K Sell
1,184
-26
-2% -$4.38K 0.12% 176
2024
Q2 		$205K Buy
+1,210
New +$181K 0.13% 166
2024
Q1 		– Sell
-1,424
Closed -$210K – 396
2023
Q4 		$210K Buy
1,424
+632
+80% +$84.5K 0.13% 162
2023
Q3 		$92.8K Sell
792
-24
-3% -$2.84K 0.06% 235
2023
Q2 		$104K Buy
816
+50
+7% +$5.2K 0.07% 228
2023
Q1 		$76.5K Sell
766
-568
-43% -$48.1K 0.05% 263
2022
Q4 		$93.1K Sell
1,334
-3,266
-71% -$262K 0.05% 314
2022
Q3 		$377K Buy
+4,600
New +$398K 0.25% 113

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 $3.38T AUM 44.17% 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

Resurgent Financial Advisors's PANW Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Palo Alto Networks (PANW) stake by 6.7% in Q2 2026, buying an estimated $38.7K and bringing the position to 2,707 shares worth $923K. The position accounts for 0.26% of the portfolio, ranked #88.

Resurgent Financial Advisors first reported a position in PANW in Q3 2022 and has held it in 14 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Resurgent Financial Advisors held 2,707 shares of Palo Alto Networks worth $923K as of Q2 2026.
  • Resurgent Financial Advisors bought 169 Palo Alto Networks shares in Q2 2026, an estimated $38.7K.
  • Palo Alto Networks made up 0.26% of Resurgent Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Resurgent Financial Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 14 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.