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Serenus Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Serenus Wealth 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 		$611K Hold
1,793
– – 0.11% 40
2026
Q1 		$287K Hold
1,793
– – 0.06% 55
2025
Q4 		$330K Buy
+1,793
New +$362K 0.06% 51

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

Serenus Wealth Advisors's PANW Position: Q2 2026 in Review

Serenus Wealth Advisors held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,793 shares worth $611K. The position accounts for 0.11% of the portfolio, ranked #40.

Serenus Wealth Advisors first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Serenus Wealth Advisors held 1,793 shares of Palo Alto Networks worth $611K as of Q2 2026.
  • Serenus Wealth Advisors left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.11% of Serenus Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Serenus Wealth Advisors first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.