Shelton Wealth Management’s Palo Alto Networks PANW Stock Holding History

Shelton 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	$480K	Sell	1,408 -1,072	-43%	-$245K	0.19%	98
2026 Q1	$398K	Sell	2,480 -6,113	-71%	-$1.03M	0.17%	101
2025 Q4	$1.58M	Buy	8,593 +662	+8%	+$134K	0.68%	43
2025 Q3	$1.61M	Buy	7,931 +5,392	+212%	+$1.03M	0.73%	41
2025 Q2	$520K	Buy	2,539 +1,264	+99%	+$235K	0.25%	91
2025 Q1	$218K	Hold	1,275	–	–	0.12%	118
2024 Q4	$232K	Buy	+1,275	New	+$241K	0.12%	117

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shelton Wealth Management's PANW Position: Q2 2026 in Review

Shelton Wealth Management reduced its Palo Alto Networks (PANW) stake by 43% in Q2 2026, selling an estimated $245K and leaving 1,408 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #98.

Shelton Wealth Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 575 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Shelton Wealth Management held 1,408 shares of Palo Alto Networks worth $480K as of Q2 2026.
Shelton Wealth Management sold 1,072 Palo Alto Networks shares in Q2 2026, an estimated $245K.
Palo Alto Networks made up 0.19% of Shelton Wealth Management's portfolio in Q2 2026, its #98 holding.
Shelton Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
Shelton Wealth Management's Palo Alto Networks position peaked at $1.61M in Q3 2025.
575 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.