Savvy Advisors Inc
PANW icon

Savvy Advisors Inc’s Palo Alto Networks PANW Stock Holding History

Savvy Advisors Inc’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
Q1 		– Sell
-400
Closed -$1 – 1200
2025
Q4 		$1 Buy
+400
New +$80.7K ﹤0.01% 1030

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

Savvy Advisors Inc's PANW Position: Q2 2026 in Review

Savvy Advisors Inc increased its Palo Alto Networks (PANW) stake by 1.9% in Q2 2026, buying an estimated $95K and bringing the position to 22,333 shares worth $7.62M. The position accounts for 0.16% of the portfolio, ranked #110.

Savvy Advisors Inc first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,924 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Savvy Advisors Inc held 22,333 shares of Palo Alto Networks worth $7.62M as of Q2 2026.
  • Savvy Advisors Inc bought 415 Palo Alto Networks shares in Q2 2026, an estimated $95K.
  • Palo Alto Networks made up 0.16% of Savvy Advisors Inc's portfolio in Q2 2026, its #110 holding.
  • Savvy Advisors Inc first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.