Schrum Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

Schrum Private Wealth Management’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	$918K	Sell	2,706 -6,060	-69%	-$1.39M	0.94%	30
2026 Q1	$1.41M	Sell	8,766 -175	-2%	-$29.4K	1.07%	23
2025 Q4	$1.65M	Hold	8,941	–	–	1.22%	18
2025 Q3	$1.82M	Buy	8,941 +26	+0.3%	+$4.98K	1.34%	18
2025 Q2	$1.82M	Hold	8,915	–	–	1.46%	17
2025 Q1	$1.52M	Hold	8,915	–	–	1.34%	19
2024 Q4	$1.62M	Sell	8,915 -681	-7%	-$129K	1.37%	18
2024 Q3	$1.64M	Buy	9,596 +1,032	+12%	+$174K	0.85%	33
2024 Q2	$1.45M	Hold	8,564	–	–	1.31%	21
2024 Q1	$1.22M	Buy	8,564 +5,024	+142%	+$793K	1.1%	25
2023 Q4	$522K	Sell	3,540 -2,700	-43%	-$361K	0.74%	37
2023 Q3	$731K	Hold	6,240	–	–	0.83%	35
2023 Q2	$797K	Hold	6,240	–	–	0.86%	35
2023 Q1	$623K	Hold	6,240	–	–	0.72%	41
2022 Q4	$435K	Hold	6,240	–	–	0.52%	57
2022 Q3	$511K	Buy	6,240 +120	+2%	+$10.4K	0.64%	45
2022 Q2	$504K	Hold	6,120	–	–	0.57%	51
2022 Q1	$630K	Buy	6,120 +720	+13%	+$64.4K	0.63%	47
2021 Q4	$501K	Buy	+5,400	New	+$467K	0.46%	61

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

Schrum Private Wealth Management's PANW Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Palo Alto Networks (PANW) stake by 69% in Q2 2026, selling an estimated $1.39M and leaving 2,706 shares worth $918K. The position accounts for 0.94% of the portfolio, ranked #30.

Schrum Private Wealth Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q2 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Schrum Private Wealth Management held 2,706 shares of Palo Alto Networks worth $918K as of Q2 2026.
Schrum Private Wealth Management sold 6,060 Palo Alto Networks shares in Q2 2026, an estimated $1.39M.
Palo Alto Networks made up 0.94% of Schrum Private Wealth Management's portfolio in Q2 2026, its #30 holding.
Schrum Private Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's Palo Alto Networks position peaked at $1.82M in Q2 2025.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.