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

Semus 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	$1.15M	Buy	3,379 +237	+8%	+$54.2K	0.56%	40
2026 Q1	$504K	Buy	3,142 +390	+14%	+$65.5K	0.28%	62
2025 Q4	$507K	Hold	2,752	–	–	0.27%	61
2025 Q3	$560K	Sell	2,752 -62	-2%	-$11.9K	0.32%	54
2025 Q2	$576K	Sell	2,814 -1,020	-27%	-$189K	0.37%	49
2025 Q1	$654K	Sell	3,834 -48	-1%	-$8.88K	0.46%	46
2024 Q4	$706K	Sell	3,882 -118	-3%	-$22.3K	0.47%	45
2024 Q3	$684K	Sell	4,000 -280	-7%	-$47.1K	0.48%	44
2024 Q2	$725K	Buy	4,280 +550	+15%	+$82.3K	0.56%	37
2024 Q1	$530K	Buy	3,730 +768	+26%	+$121K	0.45%	45
2023 Q4	$437K	Buy	2,962 +196	+7%	+$26.2K	0.36%	63
2023 Q3	$324K	Buy	2,766 +146	+6%	+$17.3K	0.3%	76
2023 Q2	$335K	Buy	+2,620	New	+$273K	0.31%	71

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

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

Semus Wealth Partners increased its Palo Alto Networks (PANW) stake by 7.5% in Q2 2026, buying an estimated $54.2K and bringing the position to 3,379 shares worth $1.15M. The position accounts for 0.56% of the portfolio, ranked #40.

Semus Wealth Partners first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Semus Wealth Partners held 3,379 shares of Palo Alto Networks worth $1.15M as of Q2 2026.
Semus Wealth Partners bought 237 Palo Alto Networks shares in Q2 2026, an estimated $54.2K.
Palo Alto Networks made up 0.56% of Semus Wealth Partners's portfolio in Q2 2026, its #40 holding.
Semus Wealth Partners first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.