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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$738K Buy
2,164
+1,203
+125% +$275K 0.05% 139
2026
Q1
$154K Buy
961
+96
+11% +$16.1K 0.01% 315
2025
Q4
$159K Buy
+865
New +$175K 0.01% 281

Other funds holding PANW

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

SHP Wealth Management increased its Palo Alto Networks (PANW) stake by 125% in Q2 2026, buying an estimated $275K and bringing the position to 2,164 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #139.

SHP Wealth Management first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,919 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • SHP Wealth Management held 2,164 shares of Palo Alto Networks worth $738K as of Q2 2026.
  • SHP Wealth Management bought 1,203 Palo Alto Networks shares in Q2 2026, an estimated $275K.
  • Palo Alto Networks made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #139 holding.
  • SHP Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,919 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.