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

Sagespring 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 		$2.91M Buy
8,525
+1,704
+25% +$390K 0.04% 177
2026
Q1 		$1.09M Sell
6,821
-687
-9% -$115K 0.02% 301
2025
Q4 		$1.38M Buy
7,508
+213
+3% +$43K 0.03% 248
2025
Q3 		$1.49M Buy
7,295
+53
+0.7% +$10.1K 0.03% 230
2025
Q2 		$1.48M Sell
7,242
-56
-0.8% -$10.4K 0.03% 213
2025
Q1 		$1.25M Buy
7,298
+1,965
+37% +$363K 0.03% 210
2024
Q4 		$970K Buy
+5,333
New +$1.01M 0.03% 223

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

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

Sagespring Wealth Partners increased its Palo Alto Networks (PANW) stake by 25% in Q2 2026, buying an estimated $390K and bringing the position to 8,525 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #177.

Sagespring Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sagespring Wealth Partners held 8,525 shares of Palo Alto Networks worth $2.91M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,704 Palo Alto Networks shares in Q2 2026, an estimated $390K.
  • Palo Alto Networks made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Sagespring Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.