Signature Wealth Management Partners’s Palo Alto Networks PANW Stock Holding History

Signature Wealth Management 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	$1.02M	Sell	2,985 -168	-5%	-$38.5K	0.47%	40
2026 Q1	$505K	Buy	3,153 +512	+19%	+$86K	0.25%	70
2025 Q4	$486K	Hold	2,641	–	–	0.24%	72
2025 Q3	$538K	Buy	2,641 +1,199	+83%	+$230K	0.28%	63
2025 Q2	$295K	Hold	1,442	–	–	0.17%	80
2025 Q1	$246K	Hold	1,442	–	–	0.16%	92
2024 Q4	$262K	Buy	1,442 +20	+1%	+$3.78K	0.18%	86
2024 Q3	$243K	Hold	1,422	–	–	0.18%	89
2024 Q2	$241K	Hold	1,422	–	–	0.18%	90
2024 Q1	$202K	Hold	1,422	–	–	0.16%	96
2023 Q4	$210K	Buy	+1,422	New	+$190K	0.18%	89

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 $3.38T AUM 44.17% 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

Signature Wealth Management Partners's PANW Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Palo Alto Networks (PANW) stake by 5.3% in Q2 2026, selling an estimated $38.5K and leaving 2,985 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #40.

Signature Wealth Management Partners first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Signature Wealth Management Partners held 2,985 shares of Palo Alto Networks worth $1.02M as of Q2 2026.
Signature Wealth Management Partners sold 168 Palo Alto Networks shares in Q2 2026, an estimated $38.5K.
Palo Alto Networks made up 0.47% of Signature Wealth Management Partners's portfolio in Q2 2026, its #40 holding.
Signature Wealth Management Partners first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.