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Simplicity Wealth’s Palo Alto Networks PANW Stock Holding History

Simplicity Wealth’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 		$2.01M Buy
5,897
+3,603
+157% +$825K 0.07% 277
2026
Q1 		$368K Buy
2,294
+165
+8% +$27.7K 0.02% 535
2025
Q4 		$392K Buy
2,129
+373
+21% +$75.3K 0.02% 487
2025
Q3 		$358K Sell
1,756
-816
-32% -$156K 0.02% 519
2025
Q2 		$526K Buy
2,572
+1,260
+96% +$234K 0.02% 447
2025
Q1 		$224K Buy
+1,312
New +$243K 0.02% 497
2024
Q3 		– Sell
-12,262
Closed -$2.08M – 997
2024
Q2 		$2.08M Buy
12,262
+686
+6% +$103K 0.05% 353
2024
Q1 		$1.64M Buy
+11,576
New +$1.83M 0.04% 388

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 $3.38T AUM 44.17% 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

Simplicity Wealth's PANW Position: Q2 2026 in Review

Simplicity Wealth increased its Palo Alto Networks (PANW) stake by 157% in Q2 2026, buying an estimated $825K and bringing the position to 5,897 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #277.

Simplicity Wealth first reported a position in PANW in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q2 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Simplicity Wealth held 5,897 shares of Palo Alto Networks worth $2.01M as of Q2 2026.
  • Simplicity Wealth bought 3,603 Palo Alto Networks shares in Q2 2026, an estimated $825K.
  • Palo Alto Networks made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #277 holding.
  • Simplicity Wealth first reported a position in Palo Alto Networks in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Palo Alto Networks position peaked at $2.08M in Q2 2024.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.