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Shepherd Financial Partners’s Palo Alto Networks PANW Stock Holding History

Shepherd Financial 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 		$1.56M Buy
4,571
+2,837
+164% +$649K 0.13% 99
2026
Q1 		$278K Hold
1,734
– – 0.03% 207
2025
Q4 		$319K Buy
1,734
+53
+3% +$10.7K 0.03% 199
2025
Q3 		$342K Buy
1,681
+18
+1% +$3.45K 0.03% 191
2025
Q2 		$340K Buy
1,663
+9
+0.5% +$1.67K 0.04% 188
2025
Q1 		$282K Hold
1,654
– – 0.03% 197
2024
Q4 		$301K Buy
1,654
+20
+1% +$3.78K 0.04% 180
2024
Q3 		$279K Hold
1,634
– – 0.03% 185
2024
Q2 		$277K Hold
1,634
– – 0.04% 185
2024
Q1 		$232K Buy
+1,634
New +$258K 0.03% 198

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

Shepherd Financial Partners's PANW Position: Q2 2026 in Review

Shepherd Financial Partners increased its Palo Alto Networks (PANW) stake by 164% in Q2 2026, buying an estimated $649K and bringing the position to 4,571 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #99.

Shepherd Financial Partners first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Shepherd Financial Partners held 4,571 shares of Palo Alto Networks worth $1.56M as of Q2 2026.
  • Shepherd Financial Partners bought 2,837 Palo Alto Networks shares in Q2 2026, an estimated $649K.
  • Palo Alto Networks made up 0.13% of Shepherd Financial Partners's portfolio in Q2 2026, its #99 holding.
  • Shepherd Financial Partners first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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